The Borletti | Serena Group

• Ruggero Borletti – "Team Lead", Private Wealth Manager, Portfolio Manager
• Christian Serena – "Team Lead" / Senior Resident Director, Wealth Management Advisor, Portfolio Manager
• Christine Wilkinson – Senior Financial Advisor, Alternative Investments, Estate / Trust Planning Strategies
• Lea El Ghandour – Registered Private Wealth Client Associate, Client Services
• Sana Hessami – Wealth Management Client Associate, Client Services, New Accounts
• Rachel Gilligan – Wealth Management Client Associate, Brand Management, Events, & Client Service

^{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.}
_{A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his/her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.}

_{Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.}