Merrill Lynch
Carl Swanson
Managing Director, Head Of Advisor And Client Experience Investment Solutions Group
Prudence Steffy Amondi
Assistant Vice President, Financial Solutions Advisor
Patrick Peterson
Senior Vice President Wealth Management
Raymond Stacy
Wealth Management Advisor, Senior Vice President
Jeffrey Lynn, Cfp®
Registered Senior Wealth Management Client Associate
Rachel Malone
Senior Financial Advisor, Assistant Vice President
Jamie Arrison
Wealth Management Advisor, Senior Vice President Wealth Management
Connie Phan, Crpc®
Vice President, Financial Solutions Advisor
Elsa Sin
Vice President, Asia Pacific Learning
Adrianne Loria
Analyst
James Wallace
Analyst Investments
Patrick Wielgosh
Vice President, Cfm, Crpcâ