Scott Mercier

Michael Estabrook is an International Wealth Advisor with Merrill Lynch Wealth Management, based in Basalt, Colorado. Since joining the firm in 2013, he has leveraged his extensive international experience studying and working in Switzerland, The Netherlands, and the United Kingdom to serve clients domestically and abroad. His approach to wealth management integrates principles of value creation and service excellence, influenced by his background in hospitality, to help clients identify and achieve their financial goals. Michael is licensed to sell insurance in multiple states, including Colorado, Texas, California, Florida, North Carolina, Maryland, and New York. Michael holds a Master of Science from Rotterdam School of Management and a Bachelor of Science in Hospitality Management from Ecole Hôtelière de Lausanne. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Fluent in English, French, and Spanish, with working knowledge of Dutch, he maintains a commitment to ongoing professional development through internal courses at Merrill Lynch. His client focus areas include family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. In addition to his professional work, Michael participates in several community and professional organizations such as the Colorado Hispanic-Latino Business Council and the Hispanic/Latino Organization for Leadership and Advancement Colorado Chapter, both affiliated with Bank of America. He is also involved with the Roaring Fork Conservancy, My Environment Colorado Chapter, and the Raizado Festival supporting justice for migrant women. Michael enjoys traveling, hiking, skiing, camping, cooking, fishing, and spending time with his wife Brechtje, their daughters Rafaella and Emmanuella, and their dogs.

Maxwell Rispoli is a Wealth Management Advisor and First Vice President at Di Ianni & Associates within Merrill Lynch Wealth Management. Since joining the firm in 2014, he has developed expertise in family wealth management strategies, legacy planning, philanthropic planning, and socially responsible investing. His client focus includes college education planning, managing new wealth, and serving endowments, foundations, and non-profits. Max graduated with honors from Babson College with dual concentrations in Finance and Economics. Before returning to Aspen to pursue his advisory career, he gained experience working with Merrill Lynch Wealth Management teams in New York and New Jersey and completed internships with UBS and Merrill Lynch. He holds the Certified Private Wealth Advisor (CPWA) and Chartered SRI Counselor (CSRIC) designations and has been recognized multiple times by Forbes as a Top Next-Generation Wealth Advisor. Outside of his professional work, Maxwell is active in nonprofit and community organizations. He serves as Secretary and Alumni Chair for the Aspen Education Foundation and has previously held leadership roles with Springboard Aspen and the Jazz Aspen Snowmass Advisory Board. An Aspen resident since 1999, he enjoys outdoor activities including hiking, biking, snowboarding, and running marathons, and is fluent in Spanish.

Olivia Major is a Financial Advisor at Merrill for the CBC Group, based in Charlotte, North Carolina. Residing in Carbondale, Colorado, Olivia serves clients on both sides of the country. She takes a planning-based approach centered on clients' goals and objectives to deliver tailored financial guidance. Her responsibilities encompass investment management, strategic banking and credit, daily liquidity, and client service needs. Before joining Merrill, Olivia gained experience as a Wealth Management Associate at Bank of America Private Bank, working with high-net-worth individuals and families. She also served as an analyst with Bank of America Capital Introductions. Olivia holds a Bachelor's Degree in Business Administration from Washington and Lee University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Outside of her professional work, Olivia is involved with the Roaring Fork Mountain Biking Association. She enjoys mountain biking and snowboarding with her husband, Chase.

Donna Di Ianni is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 1983, founding Di Ianni & Associates and advising high-net-worth individuals, families, endowments, and private family foundations. Donna began her career at Merrill Lynch Wealth Management in Bridgewater, New Jersey, where she worked for 17 years before relocating to Aspen, Colorado in 2000 to open the Aspen Merrill branch. Donna holds a Bachelor's degree from Susquehanna University and a Master's degree from The Pennsylvania State University. She has earned the Personal Investment Advisor (PIA) designation. Her community involvement includes serving on the boards of nonprofit organizations such as Jazz Aspen Snowmass, where she is currently on the Board of Trustees and Co-Chair of the National Council. She has also held past board positions with the Aspen Music Festival and School and Schools Need Active Parents (SNAP). Donna resides in Aspen, Colorado.

Allison Gerrie is a Financial Advisor with the Gerrie-Stafford Group at Merrill Lynch Wealth Management. She specializes in assisting individuals and families with complex financial needs through a goals-based wealth planning approach. Allison is committed to guiding her clients through the uncertainties of life and financial markets while delivering attentive customer service. Before joining Merrill Lynch in 2021, she spent five years at J.P. Morgan’s Private Bank in Dallas, where she began her career serving high net worth individuals. Allison earned a Bachelor of Business Administration in Finance with a Minor in Marketing from the University of Texas at Austin. She holds the Personal Investment Advisor (PIA) designation. Residing in Carbondale, Colorado with her husband, Andrew, Allison is involved in her community through volunteer work at the Wind Walkers Equine Assisted Learning & Therapy Center. In her personal time, she enjoys activities such as horseback riding, fly fishing, snow skiing, and attending football games.