Merrill Lynch
Cfpcima Tom Threlfall
Avp; Wealth Management Advisor, Senior Portfolio Advisor
Jeremy Sorenson
Planning & Strategy Executive
Amy Amico
Registered Business Support Manager
Sunil Suri, Crpc™, Cpfa®
Wealth Management Advisor, Senior Vice President
Kirtana Patel
Assistant Vice President, Wealth Structuring Specialist
Kevin Curry
Vice President; Market Leader
Robert Huber
VP, Equity Compensation Sales & Relationship Management
Sarah Morgan
Registered Senior Client Associate
Sidney Jones
Wealth Management Advisor, Managing Director Wealth Management
David J. Bloom, Cfp®
Resident Director, Senior Vice President
Jennifer Cody
Registered Wealth Management Client Associate
Raghavendra Kulkarni
Director, Emea Lead Global Markets Reference Data Technology