THE WILEY TEAM, Private Wealth Advisors

Buck has worked at Merrill Lynch since 2001. In 2004, he established the Wiley Team within the Private Banking and Investment Group to focus on the investment needs of affluent families, endowments, and institutions. Buck directs all of the team’s client offerings, including investment strategy, portfolio management, asset allocation, and income management. In 2009, 2010, and 2011, Barron’s magazine recognized Buck as one of the Top 25 Financial Advisors in Georgia, and one of the Top 1,000 Financial Advisors nationally.¹

Buck began his corporate career in Europe as an international tax lawyer with KPMG. Subsequently, he worked at SUN Capital Partners, a London-based private equity firm. While at SUN, he led a team that specialized in the analysis and execution of corporate acquisitions across Eastern Europe. During his tenure in private equity, Buck served on the Board of Directors of a number of international entities: Coca-Cola bottling plants in Volgograd and Vladivostok Russia, a Moscow-based internet service provider, and an emerging markets hedge fund located two blocks from the Kremlin. Buck’s extensive global private equity experience has provided him with insight into global markets, particularly emerging economies, and the financial implications of mergers, acquisitions and corporate finance.

Buck is a Certified Investment Manager Analyst^SM professional (CIMA®). He is also a Portfolio Manager in Merrill Lynch’s Personal Investment Advisory^SM Program. This Program is for specially qualified financial advisors who use client-approved discretion to manage client portfolios. In acting as Portfolio Manager, Buck draws upon the breadth and depth of the Merrill Lynch wealth management process, and the market intelligence provided by BofA Merrill Lynch Global Research.

Buck received a J.D. and an M.B.A. from the University of Georgia.² He also holds an L.L.M. in International Law from the University of Brussels in Belgium. Buck received a B.A. in European History, Cum Laude, from Washington & Lee University.

Buck is a member of the alumni board of the University of Georgia’s Terry College of Business. He has served on the advisory leadership of the Woodruff Arts Center, the Atlanta History Center, the PATH Works Foundation and the Mighty Eighth Air Force Museum.

Buck and his wife, Ellen, live in Atlanta with their three young sons.

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¹In its February 9, 2009, February 22, 2010, and February 21, 2011 issues, Barron's magazine published its Top 1,000 advisors list, which includes the top financial advisors in all 50 states and the District of Columbia. Financial advisors considered for Barron's "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the financial advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others.

²Mr. Wiley does not provide legal advice in his role at Merrill Lynch.

Jill has been with Merrill Lynch since 2000 and was a founding member of the Wiley Team in 2004. An experienced problem solver who seeks to exceed expectations and provide exceptional service, Jill is responsible for relationship development for the investment management firms and clients served by the Wiley Team.

Jill graduated with a B.S. in Business Administration from Auburn University in Auburn, Alabama. She and her husband live in Marietta, Georgia, with their two children.

Courtney has worked in the financial services industry since 1998 and joined Merrill Lynch in 2002. Her administrative responsibilities for the Wiley Team include account service and maintenance, portfolio reallocations, and performance reporting. Organized and detail-oriented, Courtney provides clients with timely execution of their service needs.

Courtney earned a B.S. in Textiles from North Carolina State University in Raleigh. She and her husband, Jim, have a young son.

Laurie is a 30 year veteran of the financial services industry. Before joining Merrill, she served as an associate on the fixed income and interest rate swaps desks of several Wall Street banks, including Salomon Brothers and Chase. With a passion for client service, Laurie has worked in the Private Banking and Investment Group since 1997, where she provides family office style client service to our larger clients. She received a philosophy degree from Vassar College and is fully licensed with Series 7, 8, 63, 65 and 31 registrations.

Adam joined Merrill Lynch in 2008. As the Wiley Team's financial analyst, he is responsible for investment research, money manager due diligence, portfolio performance reporting, and statistical analysis. He has been working in the financial services sector since 2005. Becuase of his diligence and fervor for the field, Adam consistently provides excellent results in all projects he pursues. Adam graduated from UGA' s,Terry College of Business in 2005 with a B.B.A. in Finance. He is series 7 and series 66 resistered.

Blair joined Merrill Lynch in June 2012. She has an extensive background in the financial services sector including work with UBS, Morgan Stanley, and Lehman Brothers. She is very capable and is resolute in her pursuit of answers and solutions for clients. Blair graduated from Washington & Lee with a B.S. in Business Management. She has FINRA Series 7 and Series 66 Securities Trading Licenses.