At different stages of his life, Percy realized that many people who were important to him were facing financial challenges that could have been simplified or avoided.  What was missing, he thought, was meaningful guidance. That belief inspired him to choose a career designed to help people with virtually every aspect of their wealth management needs.

Percy helps individuals and families think strategically about their financial futures. He works with a strong sense of purpose and determination to assist clients in defining goals, establishing priorities, and adjusting financial strategies to help change life circumstances. As a Portfolio Manager in Merrill’s Investment Advisory Program, Percy can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

Before joining Merrill Lynch Wealth Management in 2000, Percy worked in accounting at an engineering firm. He began his Merrill career by assisting law enforcement officers with legacy and retirement planning strategies. Today, his client base includes a broad range of people with diverse wealth management needs – from athletes, doctors and entrepreneurs to newly graduated college students, young parents and retirees. He utilizes the investing resources of Merrill, with access to the banking convenience of Bank of America, to help clients address financial issues, often in challenging and tight timeframes.  

Growing up in the small town of Pittsburg, California, Percy excelled in football and track. He was the first in his family to graduate from college, earning a Bachelor of Science degree in business administration and finance at Humboldt State University. 

Percy is an avid outdoorsman. He enjoys fishing, hiking, snowboarding, and competitively smoking meats while participating in local competitions. His wife TraShell, and young daughter, O’Ryan, are the center and driving force of his life.

In addition to his family and personal hobbies, Percy serves as a mentor for young financial advisors at Merrill. He volunteers in the community and raises funds for organizations such as Strive Through Self (STS) Academy.   

Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Aaron started his business career in accounting, but soon realized that he preferred a role where he could work more closely with clients and touch their financial lives. As a Merrill financial advisor, he draws on his own experience and his team’s resources to help clients tailor creative wealth management strategies to specific objectives. Aaron focuses on assisting corporate executives with strategies for concentrated stock positions, restricted stock transactions and liquidity events. He also works with non-profit organizations and families. 

Before he joined Merrill Lynch Wealth Management in 2019, Aaron was a client service associate at Morgan Stanley. He appreciates the value of attentive, top-quality service and strives to be responsive and accessible on the client’s schedule. His approach to wealth management is grounded in the desire to build strong, lasting relationships based on careful listening to understand the big picture of each client’s wealth and what they hope to achieve with it.

Aaron grew up in a large, close-knit family in Pittsburg, California. Early in life, he learned the importance of family, hard work and education. Aaron earned his own way through college at the University of California, Riverside. He lives in Pittsburg and his many interests include sports, art, photography and travel.  

Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Jackie was born and raised in the Bay Area where she currently resides with her family and their Yorkie Terrier, Matthew. She joined Bank of America back in the summer of 2001, where she started as a Senior Customer Service Representative. Throughout the years she was responsible for operations and client service and transferred to Merrill Lynch Wealth Management in 2018. In her free time Jackie enjoys spending time with her family, cooking, traveling the world and learning.