West Hartford, CT S Main St Office

Team
Updated today
Merrill logo

Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,588

Across 3,189 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

29 S Main St

West Hartford CT 06107

Advisors at this office

35

Advisors at this office

user avatar

Michael D

Series 66

West Hartford, CT

Merrill

Michael Denucci is a financial advisor with Merrill, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Merrill since 1998 and concurrently associated with Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm emphasizes multiple investment program strategies and manager-constructed options, supported by its integration with Bank of America affiliates and a focus on tax-efficient implementation solutions.

Tax-loss harvesting Active portfolio management Wealth management Parents Intergenerational Families Women Professionals
user avatar

Rockwell J

Series 66

West Hartford, CT

Merrill

Rockwell Jackson is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. He previously worked at the Bank of New York Mellon for ten years and was affiliated with the D’Amore-McKim School of Business at Northeastern University for three 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, offering model-based and discretionary strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Karilynn D

Series 66

West Hartford, CT

Merrill

Karilynn Domurat is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Bank of America Merrill Lynch since 2011. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Cynthia G

Series 63, Series 65

West Hartford, CT

Merrill

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Women Professionals

David F

Series 66

West Hartford, CT

Merrill

David Farnham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2010. David specializes in developing strategies and advice for retirees, individuals, families, and businesses to support their short- and long-term financial goals. His approach to wealth management is consultative and objective. He listens carefully to client situations, preferences, and goals before recommending asset allocations that reflect income and growth expectations. David also provides guidance on a range of opportunities including investments, retirement, estate planning services, and philanthropy. He holds FINRA Series 7 and 66 registrations, Life, Health, and Variable Annuity Licenses, and the Chartered Retirement Planning Counselor (CRPC) designation. He is also a qualified Portfolio Advisor who can recommend Merrill or approved third-party investment management strategies. David earned both his Bachelor's of Science degree in 1981 and a Master of Education degree in 1992 from Springfield College. He participates in various non-profit fundraising efforts and volunteers with community organizations. In his spare time, David enjoys traveling, golfing, swimming, and spending time with his family, including his grandson and granddaughter. He lives in Amherst with his wife, Jacqueline.

General retirement planning Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Approaching retirement Established Professionals Women Professionals Women's Finance

Nicholas S

Series 66

West Hartford, CT

Merrill

Nicholas Stager is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, and business owners in West Hartford and the greater Connecticut community. His practice focuses on comprehensive wealth management, including retirement income planning, tax-efficient investment strategies, estate planning, and multigenerational wealth guidance. Nicholas works closely with clients to address key financial questions such as retirement timing, income sustainability, tax reduction, and legacy protection. Nicholas holds a Bachelor's Degree from the University of Connecticut and the Personal Investment Advisor (PIA) professional designation. He is a member of the American Sailing Association and is involved with The Hometown Foundation, reflecting his commitment to community engagement. His approach to financial advising centers on building trust and understanding each client's unique goals and circumstances to develop personalized strategies. Outside of his professional work, Nicholas enjoys outdoor activities including adventure sports, boating, golfing, hiking, skiing, and traveling. He values transparency, integrity, and a client-centric service philosophy in his efforts to help clients make informed decisions for their financial futures.

Wealth management Retirement income strategy Retirement withdrawal strategies Tax strategies for small businesses Business ownership considerations

Jennifer S

Series 66

West Hartford, CT

Merrill

Jennifer Sheridan is a Wealth Management Advisor at Merrill Lynch Wealth Management based in West Hartford, Connecticut. She specializes in helping clients achieve their financial goals through a structured process and personalized planning. Her approach to wealth management is centered on understanding each client's unique priorities and crafting a financial framework that aligns with their life goals. With a Bachelor's Degree from Central Connecticut State University, Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Certified Financial Planner Board of Standards, Inc. Her expertise spans college education planning, legacy planning, retirement income management, philanthropic planning, socially responsible investing, and wealth planning for women and the LGBT community. Jennifer integrates her philosophy that financial success depends on personal priorities such as health, family, leisure, giving, work, and finance. She emphasizes a proactive, personal, and trust-based approach that adjusts to life's changes and market conditions. Outside of her professional work, Jennifer enjoys cooking, golfing, traveling, practicing yoga, and spending time with her family.

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy Charitable giving & philanthropy Social Security optimization Women Professionals Women's Finance Parents Mid-Career Professionals
user avatar

Qasim K

Series 66

West Hartford, CT

Merrill

Qasim Khan is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, following three years at JPMorgan Chase. Merrill 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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Tiffany M

Series 63, Series 66

West Hartford, CT

Merrill

Tiffany Mazur is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services LLC, Key Bank, LPL Financial LLC, and Webster Bank. Outside of her advisory role, she is involved with the United Way of Central and Northeastern Connecticut, where she participates in event planning and community engagement. 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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Christopher B

Series 66

West Hartford, CT

Merrill

Christopher Borowiec is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill and its affiliate Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a committee member for the Springfield Museums, a charitable organization in Massachusetts. 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
user avatar

Mitchell G

Series 66

West Hartford, CT

Merrill

Mitchell Guarnieri is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Steven S

Series 66

West Hartford, CT

Merrill

Steven Solecki is a financial advisor with Merrill based in West Hartford, CT, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, he serves on the boards of the United Way of Greater New Haven and Connecticut Children's Medical Center, where he participates in finance and quality control committees. 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
user avatar

Amy D

Series 66

West Hartford, CT

Merrill

Amy De Paolo is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. Her work history includes roles at Janney Montgomery Scott and St. Francis Hospital before joining Merrill and Bank of America, N.A. She is based in West Hartford, CT. 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 with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Ann M

Series 63, Series 66

West Hartford, CT

Merrill

Ann McGowan is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Michelle S

Series 66

West Hartford, CT

Merrill

Michelle Shockley is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2010. 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.

Tax-loss harvesting Active portfolio management Wealth management
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)