Michael Kelleher

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.

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.