PROFESSIONAL PROFILE

Bill Brewer, CFP, CRPC, WMA, Vice President and PIA Program Portfolio Manager joined Merrill Lynch in 1994, being in financial services since 1988. Bill graduated from Cal-Poly San Luis Obispo with a BS in Finance. Bill focuses on establishing and monitoring client goals, asset allocation, portfolio diversification and risk tolerance. Bill is the team’s Financial Planning and Fixed Income specialist.

Jeff Harding, CFM, Vice President and PIA Program Portfolio Manager joined Merrill Lynch in 1997, being in financial services since 1991. Jeff graduated from Cal-Poly San Luis Obispo with a BS in Business Administration. Jeff oversees the implementation and monitoring of client investments including sector analysis. Jeff is the team’s Equity specialist.

Mark Schang, Financial Advisor, joined Merrill Lynch in 2006. Mark graduated from Florida State University with a BS in Political Science and a minor in Business Administration. Mark handles asset allocation report preparation, PIA Portfolio Stock and Mutual Fund Screens and client services.

Carol Scott, Senior Associate, joined Merrill Lynch in 1995, being in financial services since 1988. Carol focuses on creating a smooth operating environment for clients. Carol handles the administrative services, including new accounts, account transfers and client service issues.