PROFESSIONAL PROFILE

David R. Stack, CAIA: First Vice President

Dave is a Chartered Alternative Investment Analyst and has worked as a Financial Advisor since 1988. He currently heads our team's syndicate operations and has extensive experience in creating financial solutions that focus on risk management and tax efficiency. Dave also serves as a liaison between our high net worth clients and Merrill Lynch’s alternative investments.


David B. Miller, CFP®: First Vice President

Dave is a Certified Financial Planner and joined the financial services industry in 1989. His focus is in the area of Independent Professional Money Management. To this end, Dave works with many professional athletes and entertainers, as well as corporate executives to design financial strategies with particular emphasis paid to risk and tax planning issues.


Michael M. Stack, CFP®: Vice President

Mike is a Certified Financial Planner and has been a financial advisor since 1999. He specializes in developing investments plans for clients, including asset allocation strategies. He also works on designing retirement and financial strategies for our clients that allow them to confidently achieve their goals while avoiding unnecessary risk investment. In addition, he works with our high-net-worth corporate clients to develop tax sensitive employee stock option strategies.


Matthew C. Bleach: Vice President

Matt has been in the financial services industry for over 15 years. He spent the first eight years of his career as a certified public accountant with a national firm. Matt has extensive experience helping clients to accumulate wealth, plan for retirement, and ultimately transfer wealth to future generations in a tax efficient manner. He concentrates in designing financial plans that include retirement planning, asset allocation, portfolio risk analysis and educational planning opportunities.

Michael V. O'Connell, CRPC®: Financial Advisor

Michael is a Chartered Retirement Planning Counselor and has worked as a Financial Advisor since 2003. As a member of the SMB group, Michael develops financial strategies and wealth management solutions for affluent individuals and corporate retirement plans with a focus on asset allocation and risk management. In addition, he is prominently involved in our new client acquisition efforts.


Benjamin Staines: Financial Advisor

Benjamin joined Merrill Lynch in 2008. Currently his focus is in on our client acquisition. Benjamin also develops wealth management solutions for qualified individuals and businesses.


Michele A. McAllister: Registered Client Associate

Michele has been in the financial industry since 1992. She received her Series 7 & 63 registrations in October of 2000. She focuses in the areas of Cashless Stock Option Exercise/Stock Purchase Program, asset allocation, portfolio review, and all aspects of the client service and administrative duties for the team.