Merrill Lynch
Craig Roberts
Wealth Management Advisor, Senior Vice President Wealth Management
Marc Rosa, Cfp®, Cpfa®, Crpc™
Wealth Management Advisor, Senior Vice President
Patrika Patrick
Operations Representative And Administrative Assistant
Kelly Hannon
Registered Senior Client Associate
Jeffrey Carlson
Client Relationship Manager, Vice President
Russell Green
Wealth Management Advisor, First Vice President Wealth Management
Latisha Young
Client Service Representative
Lindsey Meister
Client Associate
Nathaniel Carter
Assistant Vice President Accredited Control/ Restricted Stock Specialist
Eduardo De Sousa
Business Technology Strategy And Support
Brian Sheppard
Senior Business Manager
Sachin Mathur
Managing Director, COO / Business Enablement Executive