Merrill Lynch
Dawn Walsh
Administrative Manager
Geoffrey Bowman
Director, Yen Equity Sales
Rashika Sarma
Associate
Jaimie Fountain
Director; Business Control Manager
Navina Natekar
Senior Client Service Associate
Rhyan Del Monte
Registered Client Associate
Michael Joseph
Registered Client Associate
Lawrence Joshua Nagel
Managing Director
Jessica Vela
Resident Director Assistant
Bill Smith, Cfp®
Financial Advisor, Assistant Vice President
Jeanine Butzek
Director, Senior Operational Risk Manager
Cfpâ Heather C. Freeman
Wealth Management Advisor, Vice President, Certified Special Needs Advisor