Weston, FL Weston Rd Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

3

Of 25,478 advisors across 3,094 offices

Location

1381 Weston Rd, Global Human Resources The Academy

Weston FL 33326

Advisors at this office

3

Advisors at this office

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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.

Tax-loss harvesting Active portfolio management Wealth management
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Veronica N

Series 66

Weston, FL

Merrill

Veronica Noboa is a financial advisor at Merrill in Weston, FL, with one year of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2024. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

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.

Tax-loss harvesting Active portfolio management Wealth management
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