Merrill Lynch

Merrill Lynch

Nickname
Merrill
Link
Founding Date
1914

Established in 1914, Merrill Lynch & Co. is amongst the largest prominent wealth management houses. Located at Wall Street, Merrill was acquired by the Bank of America in 2008 with over $1.2 trillion in assets under management from clients in countries world-wide. The company's financial advisors pair financial knowledge with valuable experience to help their clients pursue the lives they want.

Ash Chopra

2004 - present

Bill King

1985 - present

Chris Cook

1992 - present

Jeff Price

1995 - present

John Olson

1980 - present

Noel Weil

1991 - present

Peter Rohr

1987 - present

Phil Hartl

2000 - present

Raj Bhatia

1981 - present

Raj Sharma

1987 - present

Rich Pluta

1982 - present

Rob Dyer

2008 - present

Ron Hughes

2000 - present

Mike Boniello

2015 - 2018

Jeff Zananiri

2015 - 2016

Andrew Scott

2013 - 2015

Philip Kessler

2012 - 2014

David Olsson

2006 - 2013

Tegan Kline

2013 - 2013

Devin Condron

2005 - 2012

Ben Floyd

2007 - 2012

Morgen Rochard

2010 - 2012

Sallie Krawcheck

2009 - 2011

Edwin Choi

2003 - 2009

Dan Nathan

2007 - 2009

Philip Fischer

1987 - 2009

Chris Cole

2004 - 2009

Justin Weinkle

2008 - 2009

Mark Sear

1999 - 2008

Jeff Dorman

2006 - 2008

Dan Suzuki

2004 - 2008

Trevor Mottl

2004 - 2007

Douglas Borthwick

2005 - 2006

Chris Weston

2001 - 2006

Andrew Park

2006 - 2006

Chris Denholm

2002 - 2005

Terrell Gates

1999 - 2004

Helen Thomas

2001 - 2004

Chris Gimbert

2001 - 2003

Anthony DeChellis

1998 - 2003

Charles Li

1999 - 2003

Sudhu Arumugam

2001 - 2003

Omar Aguilar

1999 - 2002

Tom Lott

1999 - 2002

Brian Frank

1995 - 2002

Huw Roberts

1999 - 2002

Bob Browne

1999 - 2001

Michael Moe

1998 - 2001

Michael Purves

1995 - 2001

Todd Shaver

1973 - 1999

Richard Byrne

1985 - 1999

Ron Vinder

1995 - 1999

Brent Donnelly

1997 - 1998

Eric Wade

1994 - 1998

Marcus Bogdan

1992 - 1998

Carlos Asilis

1995 - 1996

Tom Rutledge

1989 - 1996

Nadine Terman

1995 - 1996

Stuart Fiertz

1986 - 1988

Harry Clark

1983 - 1986

Tom Busby

1980 - 1984

Assets under management: $1.08 trillion (circa 2019)