Penny Kelley

Victoria Harman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial priorities by offering consultative wealth management services tailored to individual goals and circumstances. Victoria specializes in areas including education planning, family wealth management strategies, retirement income, tax minimization, socially responsible investing, and services for endowments, foundations, and non-profits. Victoria earned her Bachelor of Science degree in Food Science from Texas Tech University. She holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Prior to her financial career, she spent seven years as a Territory Manager with US Foods. She is active in the Roswell community through her involvement with Altrusa International of Roswell, NM. In her personal time, Victoria enjoys boating, cooking, fishing, gardening, golfing, reading, skiing, and traveling.

Mark Beeman is the Resident Director at Merrill Lynch Wealth Management. A lifelong resident of New Mexico, Mark grew up in Carlsbad and began his financial career in 2008, joining Merrill Lynch in 2010. Prior to entering the financial industry, he spent 12 years as an educator in the Roswell area. Mark earned a Bachelor of Science degree in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. He holds the Chartered Retirement Planning Counselor (CRPC™) designation from The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark specializes in family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. He works closely with clients to identify their primary goals, which may include education funding, tax minimization, and retirement asset management, and develops tailored strategies to help build, manage, and preserve their wealth across generations. Outside of his professional role, Mark enjoys outdoor activities such as boating, golfing, hiking, running, and skiing. He lives with his wife, Kate, and their two children, Bailey and Cameron.