You can click the 'Return to Website" button now to return to the previous page, or you can close the new 98-880 dated 1st October, 1998. Financial Advisor Performance Manager, Vice President at Merrill Lynch Wealth Management 1w Edited We have tools to help you keep track of these changes so they can be reflected in your financial approach. Michael Duffy Managing Director - Head of Art Planning for Merrill; Strategic Wealth Advisory Group: Merrill Lynch Private Wealth Atlanta, Georgia, United States 998 followers 500+. Access to a wide range of solutions designed to meet a variety of needs. Simulated trading programs in general are designed with the benefit of hindsight. 98-880 dated 1st October, 1998. 11522 of July 1, 1998. In addition, financial advisors/Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements. These ads are based on your specific account relationships with us. 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Merrill Lynch Wealth Management's Michael Mercer has been named the new market executive for the Farmington Hills market in Michigan, overseeing Merrill's team of investment and wealth management advisers. That's how many clients advisor Michael Bale allegedly persuaded to transfer accounts from the bank to Merrill Lynch where he now works, according to a JPMorgan lawsuit filed earlier this. 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