PBHB & Associates

Merrill Lynch Wealth Management
400 N Pennsylvania Ave
Suite 150
Roswell, NM 88202
(575) 627-4448
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Through our cohesive team structure and process, we can help simplify your life so that you can focus on the things that are most important to you while pursuing a lifestyle that you have worked hard to achieve – for your generation and beyond.
PBHB & Associates
Merrill Lynch Wealth Management
Welcome

PBHB & Associates was formed with the mission “to use all of our talents and resources to make clients’ financial lives more successful”. With over 70 years of collective experience, we develop a complete understanding of our clients, their families, and what’s important to them leveraging the extensive experience amongst the team. Our team of credentialed, tenured financial professionals are accomplished at identifying opportunities and, in a transparent way, are focused on acting in our clients’ interests.

We follow a disciplined approach with our goals-based wealth management process. This helps us understand our clients’ true values, their aspirational and inspirational goals and their lifetime dreams. We begin this process by fostering meaningful conversations that uncover the concerns, life priorities, and desired legacies that are important to them. Integrating with other financial professionals and a team of Merrill specialists, we look at each clients’ situation from different perspectives and offer customized investment services. By having a disciplined approach and process in place clients will be less effected by extraneous event driven decisions.

With our relationship focused approach, we provide the feeling of a local financial boutique and access to extensive research, objective guidance, financial stability and the vast resources of Merrill Lynch Wealth Management, a global leader in Wealth Management. Our dedication and passion for our clients is demonstrated through establishing relationships with proactive service and personalized advice as needed during various stages of their life and wealth.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Recognition
Victoria Harman
Senior Vice President, Wealth Management Advisor
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
PBHB & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Howard Perry
Senior Vice President, Senior Relationship Manager
575.627.4445
Mark Beeman,

CRPC™

Senior Vice President, Associate Resident Director
575.627.4453
Victoria Harman,

ChFC®

Senior Vice President, Wealth Management Advisor
575.627.4448
Jesse Brownfield,

AAMS™

Vice President, Financial Advisor
575.627.4450
Christina Duran Nunez
Wealth Management Client Associate
575.627.4441
Erica Elaine Robey
Wealth Management Client Associate
575.627.4444
Linda Van Der Veen
Wealth Management Client Associate
575.627.4440
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.
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Joe L. Pierce
Regional Lending Specialist
Bank of America, N.A.
NMLS #1054311
Merrill Lynch Logo
Yvette Garcia
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.