San Francisco, CA Castro St Office

Awanti Desai is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas such as Family Wealth Management Strategies, Personal Retirement Planning, and Women and Wealth. Awanti works directly with clients to define their financial goals and tailor portfolio strategies that align with their individual needs and circumstances. She brings expertise in general investing, retirement planning, and saving for unforeseen expenses. Awanti values understanding what matters most to her clients, which enables her to provide ongoing advice and adjust strategies as clients' situations evolve. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Awanti earned a Bachelor's Degree in Economics from the Pennsylvania State University System and an Associate's Degree in Economics from Ventura Community College District. She is proficient in English and Marathi. Outside of her professional role, her interests include photography, pottery, reading, running, and traveling.

Daniel Scalley is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006, as well as Bank of America since 2009. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Liu is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2011 and also worked at Bank of America, N.A. from 2024 to the present. Outside of his advisory role, he is a co-owner of family rental properties in Nevada and California. 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 plans, corporations, and charitable organizations.

Gregory Murphy is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at Merrill since 1998 and Bank of America, N.A. since 2009. Outside of his advisory role, he is an owner of a family business managing land assets formerly comprising a mobile home park in Paradise, CA, and also holds ownership in a separate cabin property through an S-Corp. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alice Kwok is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 credential and 24 years of industry experience. She has been with Merrill for 25 years. 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.

Mary Foust is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2002 and Bank of America since 2009. Outside of her advisory role, she serves as Treasurer, Board Member, and Director of Sausalito Beautiful, a charitable organization focused on creating and protecting public green spaces in Sausalito, California. Merrill, along 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 various institutional investors.

Michael Grinnell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Merrill since 1978 and has been affiliated with Bank of America since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm leverages a broad range of program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

David Lim is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Bank of America, Citigroup, and First Republic Securities Company. Merrill, along 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, pension plans, corporations, and charitable organizations.

Matthew Swimmer is a Series 66 licensed financial advisor with Merrill in San Francisco, CA, bringing three years of industry experience. He operates a small online resale business focused on buying and selling watches and accessories through platforms like eBay. Merrill, along 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 strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Jackson Wegner is a financial advisor with Merrill in San Francisco, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2018 and previously spent one year at Vortus Investments. Jackson also has a background that includes positions at Texas Christian University and GMPC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katrina Ren is a Wealth Management Advisor at Merrill Lynch Wealth Management in Pasadena. She focuses on serving retiring executives, business owners, and employees with concentrated stock positions, addressing their sophisticated and competing financial needs. Katrina develops tailored strategies and collaborates with clients' attorneys, CPAs, and other key professionals to consider the clients' total financial picture. She holds a Bachelor's Degree from the University of California San Diego and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her FINRA registrations include SIE, Series 7, and Series 66. Katrina is involved professionally with organizations such as Toastmasters International and UC San Diego Tritons Connect, where she serves as a graduate mentor. Born in China and fluent in Chinese and English, Katrina has a personal interest in cultural diversity and global experiences, including volunteering abroad in Central Mexico. She participates in community initiatives such as Break Away Global Service in Puerto Vallarta, Mexico, and Habitat for Humanity International. Her personal interests include reading, traveling, cooking, biking, chess, golfing, hiking, photography, skiing, table tennis, and skiing.

Justin Skoryi is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2004, with additional experience at UBS Financial Services and First Republic Investment Management. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Diane Coon is a Managing Director and Private Wealth Advisor within Merrill Private Wealth Management. She joined the firm in 2002 and focuses on serving executive and corporate clients, working with entrepreneurs, corporate executives, and companies ranging from publicly traded to emerging growth. Diane aligns client goals with financial solutions based on risk tolerance, time horizon, cost considerations, liquidity needs, and overall investment objectives. Her team provides services including pre and post liquidity planning, corporate financial services, restricted and concentrated stock strategies, tax minimization solutions, trust and estate planning, philanthropic solutions, personal banking, and lending through Bank of America. Diane is involved in leadership roles within the firm and participates in community organizations such as OCTANE and the Los Angeles Venture Association, supporting entrepreneurs and emerging growth companies in Southern California. She is also a founding member of 44 Women for Orangewood. Diane holds a Bachelor's Degree from the University of Phoenix and the Personal Investment Advisor (PIA) designation. Her work has been recognized through inclusion on the Forbes "Best-in-State Wealth Management Teams" list as part of the Barnett, Coon, Armitage, Leach & Moore Group in 2023, 2024, and 2025, as well as the Forbes "Top Women Wealth Advisors Best-in-State" list in 2024 and 2025.

Nandi Gunning is a Private Wealth Manager at Merrill Private Wealth Management, where she works with a select group of families, individuals, and entrepreneurs. She focuses on helping clients create strategies to use their significant wealth to pursue their goals at every stage of their lives. Her role encompasses providing guidance on cash-flow analysis, tax-efficient portfolio management, strategies for concentrated stock, retirement planning, and transferring wealth to next generations. She also advises business owners on strategies for selling or passing on their businesses. Nandi joined Merrill in 2022 after eight years as a financial advisor and portfolio manager at Morgan Stanley. Her prior experience includes serving as a principal consultant at a global consulting firm, a senior equity analyst for a single-family investment office in San Francisco, and beginning her career as an auditor at PriceWaterhouseCoopers. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society of San Francisco, where she mentors university students for the annual CFA Institute Research Challenge. She earned her B.S. degree in management studies from the University of the West Indies and an MBA from Harvard Business School. Nandi serves on the steering committee of HBS Community Partners of Northern California and lives in San Francisco with her husband and their long-haired German shepherd.

Lyre Rozelle is a Senior Portfolio Advisor and Financial Advisor with Merrill Lynch Wealth Management. With over 18 years of experience in the financial services industry, Lyre specializes in personal financial planning and investing, business working capital management, concentrated stock strategies, and tax-efficient strategies. Lyre's expertise includes family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning, and tax minimization. She assists individuals, families, and business owners by creating wealth plans based on personalized financial analysis. Lyre holds a Bachelor's Degree from an international institution in Geneva and is a Personal Investment Advisor (PIA). Fluent in English, Mandarin, French, and Chinese, she is also involved with the Bank of America. In her personal time, Lyre enjoys drawing, sketching, hiking, music, and painting.