Merrill Lynch
Juan Ortiz
Assistant Vice President Financial Solutions Advisor
Brighan Dryer, Cdfa®, Crpc™
Senior Financial Advisor, Assistant Vice President
Karen Neptune, Crpc
Registered Client Associate
Jason Lindauer, Crpc®
Wealth Management Advisor, Senior Vice President
Romila Bajaj
Senior Registered Client Associate
Brandon Martinez Larragoiti, Cfp®, Cima®, Cpwa®
Wealth Management Advisor, First Vice President
Marshall Dumont
Senior Financial Advisor, Assistant Vice President
Jacob Reilly
Private Wealth Associate
Alexander Elliott
Trade Support Analyst
Jeffrey Fazio, Crpc™
Wealth Management Advisor, Senior Vice President
Danielle Black
Client Associate
Cimaâ Daniel Monroe
VP: Associate Wealth Management Specialist