Mark Lilley

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.

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.

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.