Merrill Lynch
Julie Swander
Registered Senior Client Associate
Joseph Eisele
Merrill Financial Solutions Advisor
Cody Stallard
Wealth Management Client Associate
Kalidass Thangamuthu
Analyst
Ross Walker
Customer Account Specialist
Enrique Valadez
Assistant Vice President Financial Advisor
Robert Fitzpatrick
Vice President
Katherine Zrike
Managing Director
Conor Malone, Cfp®, Cima®, Cpfa
Wealth Management Advisor, First Vice President
Yuanyuan (Melissa) Liu
Registered Wealth Management Client Associate
Tyler Fields
Wealth Management Client Associate
Keith Fredrickson, Cfp®, Crpc™
Senior Wealth Planner