Having the opportunity to work with individuals and families, getting to know them and their goals, and having the investment resources of Merrill as well as access to the banking solutions Bank of America at our disposal to pursue those goals is a rewarding and fulfilling way to be of service to others. I am proud to have teamed with Max Manack, a Merrill Lynch Wealth Management advisor since 1985, and 3 Client Associates to form Manack, Campbell & Associates. Together, we are able to combine our strengths to better serve those placing their trust in us. I am a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and hold the Chartered Retirement Planning Counselor designation. And, although I cannot provide tax advice, I have diligently kept up the education requirements to keep my license as a CPA active since 1982. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. * Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning. 