Stamford, CT Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,558

Across 3,149 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

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

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

Stamford CT

Advisors at this office

4

Advisors at this office

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Jairzinho S

Series 66

Stamford, CT

Merrill

Jairzinho Skair is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages a laundromat business. 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 strategies for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management

Caryn H

Series 66

Stamford, CT

Merrill

Caryn Halbrecht is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients with tailored plans and processes that align with their unique goals. Caryn assists clients in pursuing personal objectives such as funding education, planning for retirement and healthcare expenses, and developing strategies designed to achieve long-term family goals. Her approach emphasizes incorporating clients’ personal perspectives and priorities to bring clarity to the complexities of investing. Caryn’s personal interests include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking. She works within Merrill Lynch Wealth Management to support clients in navigating their financial journeys through customized advice and planning.

General retirement planning Retirement income strategy Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Parents Mid-Career Professionals
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Craig Y

Series 66

Stamford, CT

Merrill

Craig Young is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. He has worked at Merrill since 2015. 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

Charles B

Series 66

Stamford, CT

Merrill

Charles Branch serves as a Resident Director and co-founder and senior partner of Branch-Zorda Wealth Management at Merrill Lynch Wealth Management, where he has worked since 2006. He focuses on building clear financial roadmaps to help clients define and prioritize their life and financial goals. Charles advises and educates clients to navigate the complexities of investment decisions and crafts customized wealth strategies that consider all aspects of their lives. He also sits on the board of Merrill's Black/African American Leadership Council and has been a featured speaker at various events within the firm. Charles holds a Bachelor's Degree from the Virginia Military Institute (VMI), where he was a four-time conference champion, All-American athlete, and a first ballot Hall-of-Famer. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he serves on the Virginia Military Institute Board. Outside of his professional responsibilities, Charles is involved with multiple charities, major colleges, and universities. He resides in Greenwich, CT, with his wife and two children.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting Executive African Americans/Black
View complete list of advisors at this office
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