Clayton Fillian

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.

David Lowenthal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 20 years of experience in the financial services industry, working with high net-worth individuals, foundations, endowments, and family offices. David focuses on global asset management with an emphasis on real and after-tax growth, wealth transfer strategies, and risk management. He collaborates with clients and their trusts, estates, and tax planning professionals to develop comprehensive retirement, estate, and philanthropic plans. David's approach integrates behavioral finance, psychology, and proprietary financial models to provide tailored strategies aligned with clients’ risk tolerance, time horizons, liquidity needs, and investment objectives. He maintains a hands-on role in implementing clients’ financial plans and monitoring ongoing progress, prioritizing trust and personalized service. His work includes estate planning, trusts, retirement planning, real estate, hedge funds, and asset management. David holds a Bachelor’s Degree and a Master’s Degree in Rabbinic and Talmudic studies from Beth Medrash Govoah. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Hebrew. He lives in Lakewood, New Jersey, with his wife and six children and is active in local community events.

Brandon Roche is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing goals-based wealth management services to high net worth individuals, retirees, small businesses, foundations, and private and public companies. Since beginning his career in 2017, Brandon has offered structured recommendations and implementations of customized financial solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, personal investment objectives, and associated costs. His client focus includes corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, retirement planning, and portfolio management. Brandon holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Coastal Carolina University. Outside of his professional work, Brandon enjoys spending time with family and friends and is an avid golfer. He participates in community volunteering activities in line with Merrill’s tradition of community engagement. Brandon serves clients primarily in the Greater New York and Philadelphia areas and is committed to helping them develop personalized financial strategies designed to pursue their long-term goals.

Patrick Preston is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has developed expertise in creating personalized financial strategies that address the complex needs of individuals, families, and businesses. Patrick emphasizes a client-centered approach, aligning his services with the principle that "the client's needs come first." He collaborates with a team of specialists and coordinates with clients' attorneys and accountants to integrate investment management with tax minimization, wealth transfer, and estate planning. Patrick joined Merrill Lynch Wealth Management in 1991 after earning his bachelor's degree from the University of North Carolina at Greensboro, where he was a student-athlete on the men’s soccer team. He was promoted to Resident Director of the Freehold office in recognition of his client commitment and service delivery. Patrick holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Freehold with his three children, Patrick actively contributes to the community through board memberships and volunteer work with organizations such as the YMCA of Western Monmouth, Graeme Preston Foundation for Life, Freehold Soccer League, and the Lake Topanemus Park Commission. His personal interests include gardening, golfing, traveling, and spending time with his family.

Shawn Gold is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial services, including six years in private banking. He specializes in addressing the sophisticated and often complex wealth management needs of client families, with a focus on corporate benefits, executive services, employee benefits planning, equity compensation, family wealth management strategies, legacy planning, LGBT wealth planning, new wealth management, personal retirement planning, and individual and corporate investment strategies. Shawn has worked extensively with a diverse clientele that includes private business owners, entrepreneurs, corporate executives, physicians, retired couples, widows, and divorced women, primarily in Metro New York and on both coasts. His comprehensive approach emphasizes managing intergenerational wealth and assisting clients through significant life transitions such as retirement, divorce, and loss of a spouse. Shawn holds a Bachelor’s Degree from Franklin Pierce University and maintains professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, Shawn enjoys football, gardening, golfing, soccer, and spending time with his family. He values cultivating long-term relationships with clients, often offering personal support beyond regular business hours, and leverages the research and resources of Merrill and Bank of America to provide tailored investment and estate planning strategies.