Merrill Lynch
Kathleen Masching
Vice President
Vicente Benlloch
Managing Director
Paul Dunn, Cfp®, Crpc®
Wealth Management Advisor, Senior Vice President
Dan Smith
Director Prime Brokerage Sales
Kevin Kennedy
Client Account Service Associate
Mike Pearson, Cfa, Cfp®, Cpwa®
Wealth Management Advisor, First Vice President
Rick Wood
Wealth Management Advisor, Senior Vice President
Jennifer Jimenez
Registered Wealth Management Client Associate
Edward G. Rakosky, Ch Fc®, Crpc™, Cpfa®
Wealth Management Advisor, Senior Vice President
Jessica Kollar
Client Associate And Financial Advisor Development Program
Ashish Punekar
Senior Delivery Lead
Blain Potter
Associate Resident Director Wealth Management Advisor, Senior Vice President Wealth Management