Rockville, MD Rockville Pike Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

2

Of 25,478 advisors across 3,094 offices

Location

12099 Rockville Pike

Rockville MD 20852

Advisors at this office

2

Advisors at this office

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Franklin R

Series 66

Rockville, MD

Merrill

Franklin Rinko is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Outside of his financial advisory role, he is an independent contractor with Vector Marketing, where he places orders for Cutco kitchen knives on a limited, infrequent basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Eric H

Series 66, Series 63

Silver Spring, MD

Merrill

Eric Han is a financial advisor with Merrill, holding Series 66 and Series 63 designations and two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company and volunteers as a Korean language instructor with the Korean American Education Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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