Tara Buckley

Victor Mcleod serves as the Senior Resident Director at Merrill Lynch, where he focuses on family wealth management strategies, philanthropic planning, and sports and entertainment. He aims to connect all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Victor holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His experience extends beyond financial strategies to being an essential resource for his clients. He has been involved with several professional organizations, including serving as Past President of the Estate Planning Council of Spartanburg and the Ferrari Club of America, as well as holding board member positions with the Rotary - Downtown Spartanburg and the South Carolina Council of Advisors on Consumer Credit. Victor is also Past President of the Spartanburg Philharmonic Board. His community involvement includes Habitat, Scouts, and Church. In his personal time, he enjoys fishing, music, and spending time with his family.

Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he helps clients develop personalized wealth management strategies tailored to their unique financial situations and goals. He provides access to Merrill's investment insights as well as banking and lending solutions through Bank of America, aiming to support clients as they navigate changing market conditions and life events. Thomas holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to align with clients' evolving needs and retirement objectives.

Angela Mauney is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. Originally from Houston, Texas, Angela came to Spartanburg to attend Wofford College, earning a Bachelor of Arts in Finance with a minor in Economics. Following her graduation in 2016, she continued with Merrill Lynch on a full-time basis, focusing on affluent families and small business owners. Her advisory approach emphasizes comprehensive, goals-based wealth management tailored to each client’s unique priorities and financial objectives, including education planning, retirement income, legacy planning, and tax minimization. Angela has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), NAPA Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She collaborates with clients’ other professionals, such as attorneys and accountants, to provide a complete view of their financial situations. Angela was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Mauney & Associates team. In addition to her professional responsibilities, Angela is actively involved in her community and professional organizations. She is a former chair of the Spartanburg Young Professionals, an officer for the Spartanburg Zeta Tau Alpha Alumnae Association, and a member of The Junior League of Spartanburg. Her community engagements include participation with Habitat for Humanity and the Hope Center for Children. Outside of work, Angela enjoys cooking, gardening, hiking, music, traveling, practicing yoga, and spending time with her husband and two sons.

Kerri Brandon is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2016. In her role, she supports the growth of her team and manages client relationships by delivering strategic, values-aligned financial plans. Prior to joining Merrill Lynch, Kerri held multiple management positions at Bank of America for more than a decade. She works closely with clients and business owners at various stages of life and business, offering personalized guidance and clarity in navigating complex financial landscapes. Kerri specializes in assisting women and women business owners to build confident, strategic financial futures, with expertise in areas such as college education planning, family wealth management strategies, managing new wealth, and socially responsible investing. She holds the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. Kerri earned her high school diploma from Berea High School and attended Brevard College without obtaining a degree. She is a member of professional organizations including LEAD and MASG. Outside of her professional work, Kerri is actively involved in her community through organizations such as BACCV, Bridge Way Village, First Baptist Spartanburg, and Westgate Christian School. She resides in Lyman, South Carolina, with her husband, Michael, and their three children. In her free time, Kerri enjoys music, playing piano and guitar, camping, gardening, interior decorating, reading, singing, traveling, watching movies, and spending time with her family and pets.