LGAP

2125 Louisiana Blvd
Suite 200
Albuquerque NM 87110
(505) 872.7507
Learn more about an advisor's background on
We connect institutions, families, and individuals to what matters most- your mission, your investments, and your community. Through tailored financial strategies, personalized guidance, and a deep understanding of your goals, we help you align your wealth with your values. Weather managing instructional mandates, generational wealth, or personal aspirations, our mission is to empower you with clarity, confidence and purpose.
Welcome

Our Team brings together a uniquely experienced and collaborative group dedicated to helping institutions, businesses, families, and individuals navigate their financial journeys with confidence. Weather you're leading a company, managing a retirement plan, or planning for your family's future, our team delivers personalized guidance, thoughtful strategies, and deep expertise to support your goals. From complex institutional consulting to individualized wealth planning, we're here to help with every aspect of your financial life.

Helping institutions meet their investment needs

We put the resources and intellectual capital of Bank of America/Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.

Potential Investment Solutions

We provide access to a broad suite of potential investment solutions for Tribal Nations, non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board  of directors and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences and risk profile.

Disciplined Investment Process

We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.

Endowments, Foundations and Nonprofits

We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.

Key services include:
• Investment consulting service
• Open architecture investment management platform
• Liability driven investment implementation
• Actuarial services and discretionary investment management

Recognition
Junaid Ahmad
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025
(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)
Show more recognition
LGAP
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Mission

Our purpose is simple, it's to help make financial lives better — it's who we are and what we do.

Meet Our Team
Junaid Ahmad,

CFA, CPFA®

Senior Vice President, Wealth Management Advisor
505.872.7507
William Lawrence
Senior Vice President, Senior Financial Advisor
505.884.9847
William Gupton
Senior Vice President, Senior Financial Advisor
505.884.9852
Rebekah Preston
Rebekah Preston
Senior Vice President, Senior Financial Advisor
505.884.9809
Valerie Anderson
Valerie Anderson,

CRPC™

Vice President, Financial Advisor
505.884.9815
Ann Hattis
Ann Hattis
Vice President, Senior Financial Advisor
505.884.9805
Edwin Case,

CRPC™

Senior Vice President, Senior Financial Advisor
505.884.9858
Kim M Helm
Kim M Helm,

CDFA®, CFP®, CPFA®

Senior Vice President, Senior Consultant
505.884.9880
Caryn S Donald
Caryn S Donald
Registered Wealth Management Client Associate
505.884.9839
Ruth R Shrader
Ruth R Shrader
Assistant Vice President, Wealth Management Associate
505.884.9853
LEIGH  DEAN
LEIGH DEAN
Registered Wealth Management Client Associate
505.884.9861
Rachel  Gordon
Rachel Gordon
Officer, Wealth Management Client Associate
505.872.7510
Brooks  Chavez
Brooks Chavez
Officer, Registered Wealth Management Client Associate
505.884.9854
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Amber Marsh
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Haylee Waller
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Kenneth C. Sprague
Senior Structured Credit Executive
Bank of America, N.A.
Expand to see all specialists
Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.