Edison Christofferson

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

John Darrah is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of Wall Street experience to his role. He specializes in serving individual investors, institutions, and trusts, focusing on the full life cycle of wealth, including accumulation, preservation, and distribution. John is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis. His approach incorporates individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. John holds the Certified Private Wealth Advisor (CPWA®) designation awarded by the Investments & Wealth Institute through the University of Chicago, and he maintains FINRA Series 7, 65, 63 registrations, as well as a Series 3 CFTC registration. He earned a Bachelor of Science degree with distinction in Finance from the University of Maine. John divides his time between New York City and Park City, Utah, where he lives with his wife.

Sandra Hill is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 1993, progressing through various roles including Vice President, Financial Consultant, and Account Executive before her current position, demonstrating over 30 years of experience in the financial services industry. Sandra works with affluent individuals and families to address their wealth planning needs. She focuses on understanding client goals and partnering with them to make prudent decisions regarding investments and financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Sandra's personal interests include board games, cooking and baking, and golf.

Jon Monk is a Senior Financial Advisor with Merrill Lynch Wealth Management who joined the firm in 2007. With a background in investment banking focused on mergers and acquisitions, Jon brings over 15 years of experience in the financial services industry. He specializes in assisting both individual and corporate clients with managing major transition events such as retirement or the sale of a business. His services include estate planning, lending and credit issues, investment management, and holistic wealth management. Jon’s expertise extends to areas such as corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He works with clients on college education planning, family wealth management strategies, services for endowments, foundations and non-profits, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Lending services are provided through Bank of America, N.A. Jon holds a high school diploma from Cardinal Newman and a bachelor’s degree from the University of New Orleans. He also attended Tulane University without degree conferment. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Jon enjoys golfing, hiking, soccer, and tennis.

Paul Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Weiss Patterson Group. He joined the firm in 2009 and has been focused on managing high net worth client relationships since 2012. Paul works to address clients' cash management and investment needs, taking into account their risk tolerance, timelines, lifestyle, and long-term objectives. He connects clients to personalized strategies using the Firm's resources and draws upon research from Merrill's Chief Investment Office to inform his market outlook. Paul's expertise includes family wealth management, liquidity and portfolio management, personal retirement planning, small business strategies, and serving clients in sports and entertainment industries. He has been recognized on Forbes' "Best-in-State Wealth Advisors" lists for multiple years. Paul earned a bachelor's degree in Finance from the University of Tampa and holds the Personal Investment Advisor (PIA) designation. He lives in Tampa with his wife and three children and enjoys activities such as flying, swimming, and spending time with family in the mountains of Utah.