James Ross

Jeffrey Silverman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has been working in the financial services industry since 1996. Jeffrey specializes in providing wealth management advice and guidance to high net worth clients, assisting them in developing strategies to achieve their financial goals. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. Jeffrey holds a Bachelor of Science degree from Nova Southeastern University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of his professional work, he enjoys cooking, fishing, scuba diving, skiing, spending time with his family, and traveling.

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.