Weston, FL Weston Rd 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
1381 Weston Rd, Global Human Resources The Academy
Weston FL 33326
Advisors at this office
4
Advisors at this office
Feaster H
Series 66
Weston, FL
Merrill
Feaster Hampton is a financial advisor at Merrill with 22 years at the firm and 10 years of industry experience. He holds the Series 66 designation. Hampton serves as Board Chair for the Urban League of Palm Beach County and is involved in a for-profit business as an officer managing a photography website. 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.
Veronica N
Series 66
Weston, FL
Merrill
Veronica Noboa is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2005. Prior to her current role, she was employed at Bank of America, N.A. from 2024 to the present. 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 individual, high-net-worth, pension, corporate, and charitable clients, supported by internal and third-party portfolio management teams.
Sabeen V
Series 66
Weston, FL
Merrill
Sabeen Villani is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2006. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.
Mario D
Series 66
Weston, FL
Merrill
Mario Diaz Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1994. 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 and profit-sharing plans, corporations, and charitable organizations.
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