Cooper Woolson is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering wealth and asset management strategies tailored to the unique needs of high net worth individuals and institutional clients. He focuses on aligning each client's risk tolerance, time horizon, liquidity requirements, and overall investment objectives to develop personalized financial plans. Cooper’s expertise encompasses discretionary portfolio management, stock option analysis, sophisticated retirement planning, and wealth preservation services, including working alongside clients' tax and legal advisors to address liability management, tax minimization, and asset transfer strategies. Cooper began his career with Edward Jones in Rocky Mount, Virginia, before joining the Roanoke Merrill office in 2018. He employs a holistic approach that leverages Merrill’s global resources to manage complex financial situations, such as concentrated equity positions and life insurance funding. Cooper holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Liberty University. Active in his community, Cooper serves on the boards of the Franklin County YMCA and Healing Strides of Virginia. Based in Rocky Mount, he lives with his wife, Elizabeth, and their twin daughters, Anne and Catherine. In his free time, Cooper enjoys outdoor activities such as golfing and dirtbiking.

Brandon Lacroix is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth and asset management strategies for high net worth individual and institutional clients. He tailors these strategies to align with each client's risk tolerance, time horizon, liquidity needs, cost considerations, and overall investment goals. Brandon joined Merrill Lynch Wealth Management in March 2006, after working at a multi-national insurance and financial planning firm. He holds a B.S. in Economics and a Markets and Management Certificate from Duke University, where he also served as captain of the varsity golf team. Brandon is a CERTIFIED FINANCIAL PLANNER™ certificant, a Chartered Retirement Planning Counselor (CRPC®), a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He is qualified to manage personalized investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, and may manage client portfolios on a discretionary basis through the Firm’s Investment Advisory Program. Brandon is involved in several community and professional organizations, including serving as a board member of the Life Ring Foundation and the Roanoke Valley Golf Hall of Fame Scholarship Committee, where he helps determine recipients for scholarship awards totaling approximately $100,000 annually. He also contributes as an area alumni interviewer for Duke University admissions. A native of Roanoke, he resides in the area with his wife, Caroline, and daughter, Lilly.

Ellen Hammer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA), and has experience as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Since joining Merrill Lynch Wealth Management in 2011, Ellen has focused on retirement and estate planning, wealth transfer of assets, charitable gifting, and college funding. She holds a business degree with a concentration in finance and a minor in Spanish from Roanoke College. Ellen serves her community as a Board Director for the Roanoke Symphony Orchestra and Junior Achievement, and is on the Advisory Council of Blue Ridge Literacy. She has previously served on the boards of Rotary, Blue Ridge Literacy, and Fellowship of Christian Athletes. Ellen is a member of the Roanoke Women’s Foundation and Junior League of Roanoke Valley and is an alumna of Leadership Roanoke Valley. She lives in Roanoke with her husband and four children.

David Lloyd is the Resident Director at Merrill Lynch Wealth Management in Roanoke, a position he has held since 2021. He joined Merrill Lynch in 2008 and became part of Angle, Lloyd and Associates in 2016. David focuses on providing comprehensive financial planning and investment advisory services tailored to the unique circumstances of individuals and families. His client services include college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement income planning, and portfolio management, among others. David graduated with a Bachelor's degree in Business Management from Roanoke College in 1996. Prior to his career in financial services, he gained managerial experience in the building materials industry and has also owned and operated small businesses. He holds the Personal Investment Advisor (PIA) designation. David has worked closely with multiple generations of families and places emphasis on supporting clients through significant financial transitions. Outside of his professional role, David has been involved in community leadership, including serving as Chair of the Community School Board. He resides in Roanoke and has personal interests in camping, cooking, hiking, music, reading, singing, traveling, and woodworking.

Lisa Angle is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2008, following a lifelong interest in financial planning inspired by her father, who is now retired. Lisa focuses on building strategic financial plans tailored to clients’ unique motivations, stories, and family dynamics. Her work includes education planning, family wealth strategies, legacy and philanthropic planning, retirement income, tax minimization, and support for women and wealth management. She values the opportunity to engage in multi-generational family relationships to assist with preserving family history and facilitating the transition of wealth to future generations. Lisa earned a Bachelor of Science degree in Finance, Cum Laude, from Virginia Polytechnic Institute & State University, recognized for its personal financial planning program. She holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ designation. Additionally, she holds the Personal Investment Advisor (PIA) designation. Her professional contributions and team have been recognized by Forbes multiple times, including as one of the "Best-in-State Wealth Management Teams" from 2023 to 2025, and individually as one of the Forbes "Best-in-State Top Next-Generation Wealth Advisors" from 2019 and 2022 through 2025, as well as one of Forbes "Top Women Wealth Advisors Best In State" from 2022 to 2025. Working Mother magazine recognized her as one of the "Top Wealth Advisor Moms" from 2018 to 2021. Outside of her practice, Lisa spends time cooking, reading, and with her family.