South Haven, MI Office
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Merrill
Institution
Firm-wide stats for Merrill
About
Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.
Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).
Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.
Based on Merrill
Location
South Haven MI
Advisors at this office
2
Advisors at this office
Scott A
Series 66
South Haven, MI
Merrill
Scott A'hearn serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team focus on providing comprehensive financial services, including planning, investments, lending, credit solutions, banking, and insurance, leveraging resources from Merrill Lynch and Bank of America. Their approach is goals-based, aiming to assist clients in organizing and managing all aspects of their financial lives. Scott's expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible investing, among others. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from DePaul University. Outside of his professional role, Scott is a husband and father of four children. He spends his free time actively engaged with his family and participates in community volunteer activities.
Elias S
Series 66
South Haven, MI
Merrill
Elias Sanchez is a financial advisor with Merrill in South Haven, MI, holding a Series 66 designation and possessing 22 years of industry experience. His prior roles include positions at Sanctuary Advisors, LLC and David A. Noyes & Company. Outside of his advisory work, he officiates soccer games at the youth, adult, and college levels as an independent contractor. 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 both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.
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