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Experienced. Smart. Connected. And focused on you. Our private wealth advisors use their extensive training and knowledge to understand your opportunities and craft customized strategies to help meet your complex financial needs.

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      Our managing directors are responsible for coordination and support for all advisors within a region. It’s our goal to match you with the right private wealth advisor who can help meet your specific needs.
      Found one search result

      Jeff Wood

      Regional Managing Director
      Merrill Private Wealth Management
      2049 Century Park E.
      Floor 12
      Los Angeles, CA 90067-3241
      310.407.3930
      jjeffrey_wood@ml.com
      ADD TO ADDRESS BOOK

      Mr. Wood is the Regional Managing Director for the Mountain West Region of Merrill Private Wealth Management headquartered in Century City, California. He joined Merrill in 1993 after a distinguished active duty and reserve career serving in the United States Navy as a Naval Commander and Flight Officer. During his career with the firm, he has served as a wealth management advisor and has held a number of senior roles at the firm, most recently leading the Washington, D.C. market. He is active in various veteran support organizations and military service advocacy groups.

      Jeff Wood is the regional managing director for AZ, HI, and southern CA.
      Found one search result

      Tracy Murphy

      Regional Managing Director
      Merrill Private Wealth Management
      555 California Street
      Floor 18
      San Francisco, CA 94104
      415.955.3910
      tracy_murphy@ml.com
      ADD TO ADDRESS BOOK

      As the Managing Director of the Pacific West region of Merrill Private Wealth Management, Ms. Murphy is responsible for overseeing the activities of advisor teams who focus on the financial needs of ultra-high-net-worth clients and supporting the lives and legacies they envision. She joined Merrill in 2000 and has held a number of leadership roles, including leading advisor teams in Oregon, the San Francisco Bay area and Southern California. Ms. Murphy is active in a number of community organizations, including as a member of Battery Powered (a community designed to find and fund people and projects who work to strengthen society).

      Tracy Murphy is the regional managing director for AK, ID, NV, OR, UT, WA, and northern CA.
      Found one search result

      Linda Patel

      Regional Managing Director
      Merrill Private Wealth Management
      300 Crescent Court
      Suite 1300
      Dallas, TX 75201
      214.303.5800
      linda_patel@ml.com
      ADD TO ADDRESS BOOK

      Ms. Patel is the Regional Managing Director for the Greater Texas Region at Merrill Private Wealth Management. Based in Dallas, she is responsible for the advisors teams serving ultra-high-net-worth clients in Texas Missouri, New Mexico and Colorado. Ms. Patel joined Merrill in 2006 as part of the firm’s acquisition of Advest. She has held a number of leadership roles in the midwest and Sourhern California regions, She holds a B.B.A. degree in international studies and a minor in economics from PACE University in New York, and is a board member with the Autry Museum in Los Angeles.

      Linda Patel is the regional managing director for AR, CO, MO, NM, OK and TX.
      Found one search result

      Gregory M. McGauley

      Regional Managing Director
      Merrill Private Wealth Management
      100 Federal Street
      Boston, MA 02110
      617.946.8020
      gregory_mcgauley@ml.com
      ADD TO ADDRESS BOOK

      As the Northeast Regional Managing Director, Mr. McGauley leads the Merrill Private Wealth Management advisors in New England, New York, New Jersey and Pennsylvania. He works directly with advisors and clients to develop robust, integrated and tailored wealth management strategies that respond to the complexities and opportunities of significant wealth. A Boston native, Mr. McGauley joined Merrill in 1994 as a financial advisor in Hyannis, MA. Prior to joining Private Wealth Management in 2009, his former leadership roles included Associate Director of the Short Hills, NJ complex, and Director of the Rockefeller Center and World Financial Center complexes in New York.

      Gregory M. McGauley is the regional managing director for CT, MA, ME, NH, NJ, NY, PA, RI and VT.
      Found one search result

      Joseph Powers

      Regional Managing Director
      Merrill Private Wealth Management
      3455 Peachtree Road
      Atlanta, GA 30326
      404.231.2401
      joe_powers@ml.com
      ADD TO ADDRESS BOOK

      Mr. Powers is the Regional Managing Director of the Mid-Atlantic Region for Merrill Private Wealth Management. He is based in Atlanta, GA, overseeing the Private Wealth Management advisors in 10 states and Washington, DC. Mr. Powers began his career at Merrill in 1994 and has held various roles at the firm, including divisional chief operating officer for the West and South Atlantic Divisions and market supervision manager for multiple markets. . He is a member of the Midlands Technical College Foundation Board and the Columbia Urban League.

      Joe Powers is the regional managing director for AL, DE, GA, LA, MD, MS, NC, SC, TN, VA and Washington, DC.
      Found one search result

      Nathan Marsden

      Regional Managing Director
      Merrill Private Wealth Management
      110 N. Wacker Drive
      Chicago, IL 60606
      312.325.2752
      nathan_marsden@ml.com
      ADD TO ADDRESS BOOK

      Mr. Marsden is the Regional Managing Director for the Mid-America Region at Merrill Private Wealth Management. Based in Chicago, IL, he oversees the Private Wealth Managements advisors in 15 states as they help clients navigate the complexities and opportunities of significant wealth. Since beginning his career at Merrill in 1993 as a financial advisor in the Washington, DC office and building a successful practice, Mr. Marsden has held various leadership positions at the firm, including Associate Director and Market Executive of two office complexes. He received a bachelor’s degree in economics from Virginia Polytechnic Institute and State University (Virginia Tech).

      Nathan Marsden is the regional managing director for IA, IL, IN, KS, KY, MI, MN, ND, OH, SD, WV, WI and WY.
      Found one search result

      Josh Moody

      Regional Managing Director
      Merrill Private Wealth Management
      200 S. Biscayne Blvd
      Suite 4500
      Miami, FL 33131-2397
      305.577.6933
      josh_moody@ml.com
      ADD TO ADDRESS BOOK

      As the Florida Regional Managing Director at Merrill Private Wealth Management, Mr. Moody is responsible for leading the ultra-high-net-worth business across the entire state, working with Private Wealth Advisors and their clients to develop tailored wealth management solutions for individuals, families and business owners with significant wealth. He joined Merrill in 1998, starting as a mortgage & credit specialist with Merrill Lynch Bank USA. In 2005, he became the Regional Sales Manager for Merrill Global Wealth Management’s Southwest Region, and in 2007, he served as the Associate Director in the Boca, Florida, complex. From 2009 to 2021, Mr. Moody oversaw the firm’s wealth management business serving clients in Miami and The Caribbean.

      Josh Moody is the regional managing director for Florida.
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      Investing involves risk. There is always the potential of losing money when you invest in securities.

      Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

      Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

      This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.

      Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. 

      Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

      The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

      Trust, fiduciary and investment management services are provided by Bank of America, N.A. and its agents, Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation.

      Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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      Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

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