Jose Quinones Porrata

James Ross is a Senior Resident Director with Merrill, focusing on personalized wealth management strategies tailored to individual financial goals. He utilizes the investment insights of Merrill combined with the banking and lending solutions of Bank of America to develop flexible strategies that adapt to changing market conditions. With professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), James brings expertise in helping clients pursue long-term financial objectives. He holds a Bachelor's Degree from the University of Nevada - Reno. James is committed to community involvement, volunteering with local organizations in line with Merrill’s tradition of service. His mission centers on positively impacting the lives of those he interacts with by providing guidance and support toward achieving their financial goals.

Mark Lilley is an International Wealth Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' long-term goals, drawing on a comprehensive understanding of their entire financial picture. His approach incorporates the investment insights available through Merrill and the banking and lending services of Bank of America. Mark’s areas of expertise include serving endowments, foundations, and non-profits, international wealth management, personal retirement planning, portfolio management services, and individual and corporate investment strategies. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Connecticut. He is also engaged in community activities, reflecting Merrill’s tradition of participation in local organizations, through volunteering efforts in the communities he serves.

Michael Kelleher is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has provided customized service support to clients as well as internal services to the advisor team. Michael is focused on helping clients manage their investments to support their retirement goals. His professional designations include Accredited Portfolio Management Advisor (APMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a High School Diploma from Bishop Timon High School.