Tuscaloosa, AL Town Center Blvd 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
601 Town Center Blvd
Tuscaloosa AL 35406
Advisors at this office
3
Advisors at this office
Robert T
Series 66
Tuscaloosa, AL
Merrill
Robert Tanner is a financial advisor at Merrill in Tuscaloosa, AL, holding a Series 66 credential with 14 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America, N.A. since 2012. 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, and institutional investors.
Paige L
Series 66
Tuscaloosa, AL
Merrill
Paige Lombardy serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been a financial professional since 2006, initially working as a CPA before transitioning to her current advisory role. Paige focuses on family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Mississippi State University and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Paige emphasizes understanding clients' life priorities to develop personalized financial strategies aligned with their goals and aspirations. Paige is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys cooking, fishing, gardening, interior decorating, reading, and spending time with her family.
Ryan S
Series 66
Tuscaloosa, AL
Merrill
Ryan Sanders is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial strategies to families and businesses, focusing on areas such as college education planning, executive compensation, retirement income, and family wealth management. Ryan holds a Bachelor's Degree in Financial Planning and a Master's Degree in Sport Management, both from The University of Alabama. He holds the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding clients' life priorities to create tailored wealth management plans. Originally from Birmingham, AL, Ryan is actively involved in his community through organizations such as Ducks Unlimited, Kiwanis Club of Tuscaloosa, and Holy Spirit Catholic School. He is married to his wife Beth, and they have three daughters. Outside of his professional work, Ryan enjoys coaching his daughters' sports teams and spending time outdoors.
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