Merrill Lynch
Shubhro Bose, Cfa, Cpfa®
International Wealth Management Advisor, Senior Vice President
Tim Mcnutt
Wealth Management Advisor, Senior Vice President
Colleen Shepard, Cfp®
Wealth Management Advisor, Senior Vice President
Steven (Steve) Starnes, Cfp®, Cpfa®, Crpc™
Senior Resident Director Wealth Management Advisor, Managing Director
Jason Loiterstein
Wealth Management Advisor, Senior Vice President
Morgan Quagliata, Awma™,Crpc™
Merrill Financial Solutions Advisor
Bill Miller
Vice President
Karen Goulding
Senior Financial Advisor, Assistant Vice President
Steven Moyer
Wealth Management Advisor, First Vice President Wealth Management
Stacy Dawson
Registered Senior Client Associate
Richard Pettibone
Senior Financial Advisor, Senior Vice President
Stuart Berzin
Private Wealth Relationship Manager