William J. Corbellini

Managing Director–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager

Bill joined Merrill Lynch in 1984 and, as a founding member of the team, he has been an architect of the team's investment approach. Bill focuses on the ultra-high-net worth segment, strategic planning and asset allocation for affluent investors.

Bill earned a Bachelor's degree in Finance from the University of Colorado at Boulder and he served as an officer in the U.S. Air Force. In 2009 and 2010, Barron’s magazine ranked Bill as the Number One financial advisor in Texas on its list of Top 1,000 Financial Advisors and also included him on its list of Top 100 Financial Advisors in 2013. He also appeared on the Barron's Top 1,200 Financial Advisor list in 2014 and 2015; in that year, he was ranked fifth in Texas.

Away from the office, Bill's interests include working with the Children's Medical Center of Dallas and Big Thought, an organization focused on improving public education through creative learning.

Dwight H. Emanuelson Jr.

Managing Director–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager

With Merrill Lynch since 1984, Dwight serves as the primary equity strategist for the team. Additionally, Dwight is responsible for evaluating derivative strategies, structuring fixed-income portfolios and formulating asset allocation strategies for high-net-worth clients. Dwight was ranked by Barron's magazine as the Number Six financial advisor in Texas on its list of Top 1,000 Financial Advisors in 2010, and he was included on that same list the next year. In 2014 and 2015, he was listed on the Barron's list of Top 1,200 Financial Advisors and in 2015 he landed in the thirteenth spot in Texas. In 2016, the Financial Times included Dwight in its list of 400 Top Financial Advisors.

Dwight graduated magna cum laude from Washington and Lee University with Bachelor's degrees in both Economics and French. He is a current member of the board of trustees of his alma mater. Dwight has also served on the board of The Family Place and is currently on the advisory board of The Cattle Baron's Ball, as well as LaunchAbility Texas. He supports many charitable organizations in the community with his time and resources, including Crystal Charity Ball, Ability Connection Texas and UTSW Medical Center. In 2011, he was honored to receive the Each Moment Matters Award from the Presbyterian Community and Services Foundation.

Raj S. Kalyandurg

Senior Vice President – Wealth Management
Private Wealth Advisor
Senior Portfolio Manager

Raj focuses on the team's strategic core portfolios, generating tactical opportunities and creating asset allocations strategies for affluent families. He joined Merrill Lynch in 1997. His experience also includes trust and estate planning services, philanthropic strategies and issues related to the sale of private businesses.

Raj holds a Bachelor's degree in Economics and Finance from the University of Texas at Dallas and graduated from the Financial Advisor Leadership Program, an advanced executive program sponsored by Merrill Lynch and taught by faculty from the Wharton School at the University of Pennsylvania.

Involved in several community organizations, Raj is a charter member of TiE, a global organization promoting entrepreneurship. He also serves on the boards of the Greater Dallas Indo-American Chamber of Commerce, the American Indian Foundation and his son's Montessori New Beginnings Academy.

Sami A. Abboud, AAMS^®

Vice President
Private Wealth Analyst – Business Development

Sami joined Merrill Lynch in 1999 and is responsible for designing the team's approach to wealth management. He focuses on investment research, portfolio development opportunities and outside investment manager due diligence. Conducting both macroeconomic and investment-oriented research, he assists the team with its proprietary and client-specific customized strategies. While every client and situation is different, Sami's investment approaches are designed to be consistently innovative, forward-thinking and goal-oriented.

Recently, Sami graduated from the University of Texas at Dallas with a Global Executive MBA degree, specializing in global business implementation and emerging markets strategies. He was installed as a member of Beta Gamma Sigma, the international honor society. Sami pursued this program, as he sees it being critical to understanding today's corporate operations and fundamental concepts of international business, including macro-level environmental factors that affect global businesses. Sami is a member of the French-American Chamber of Commerce and is on the board of DIFFA Dallas. He enjoys tennis, traveling and fitness training.

Laurie J. Staten

Registered Senior Private Wealth Associate

Laurie is a deeply knowledgeable investment professional with over 30 years of experience at Merrill Lynch, joining the firm in 1983. She draws on her wealth of experience in serving as the team's key relationship manager. In addition, she is responsible for the administrative duties associated with Rule 144 and Rule 10b5-1 plans. Laurie works as a volunteer with several organizations in her community. Recently, Laurie has taken several flying lessons with an interest in pursuing this hobby.

Sherah L. Yoder

Registered Senior Private Wealth Associate

Since beginning her financial services career with Merrill Lynch in 1996, Sherah has been committed to providing exceptional service to clients and exceptional support to her colleagues. She has multiple responsibilities, including client account management and administering restricted stock sales, and draws on a deep knowledge of SEC Rules 144 and 10b5-1. Sherah resides in Plano, Texas. She enjoys watching NASCAR, spending time at the lake and cooking.

Kristina N. Tran, CFP^®

Registered Senior Private Wealth Associate

Kristina started her career at Merrill Lynch in 2007 in the Houston Private Banking office. She earned a Bachelor of Arts degree from the Bauer College of Business at the University of Houston with a concentration in Finance and a minor in Sales. Kristina exclusively works as a key relationship manager for ultra-high-net-worth clients and is proficient in Merrill Lynch products. Kristina is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certificant.

Daneé F. Riordan

Registered Senior Private Wealth Associate

Daneé joined Merrill Lynch in September 2011. She spent five prior years in the property management industry. She graduated from Mays Business School at Texas A&M University, where she earned a Bachelor of Business Administration degree in Business Management. Daneé supports the group in all areas of office logistics, account administration and client services. She is a member of the Texas A&M University Association of Former Students, belongs to the Junior League of Dallas and enjoys spending time with family and friends, traveling and fitness training.

Tara T. Walters, AAMS^®

Vice President
Private Wealth Analyst-Relationship Management

Tara joined Merrill Lynch in 2003. Tara is responsible for assisting the team with client asset allocation management and analysis. Additionally she is responsible for evaluating a client's priorities through the goals based wealth management process. She is a graduate of the Mays Business School at Texas A&M University where she earned a Bachelor of Business Administration. Tara supports local nonprofits as an active member of the Junior League of Dallas. She enjoys traveling, golfing and photography.

David A. Stutsman

Vice President
Private Wealth – Relationship Manager

Dave joined Merrill Lynch in 1978 and has served in a variety of branch office client service, supervisory and management roles prior to joining our group, bringing nearly 40 years of operations and compliance experience to the team. He is involved in several community organizations and enjoys travel, recreational league ice hockey and spending quality time with his grandchildren.

Annie L. Pennington

Registered Private Wealth Associate

Annie joined Merrill Lynch in 2015. She comes to the team with a background in residential real estate. Annie graduated from the McCombs School of Business' Business Foundations program from the University of Texas at Austin. She works as a dedicated relationship manager and maintains a deep professional commitment to serving the transactional needs of high-net-worth clients, in addition to coordinating client events. Annie is a member of the Chi Omega Alumnae of Dallas and enjoys ballet, traveling and spending time with family and friends.

Wyatt W. Guggisberg

Registered Private Wealth Associate

Wyatt joined Merrill Lynch in 2013. He assists the team with logistics and operations while gathering research and putting together client proposals. He graduated from Southern Methodist University with a major in Economics and Financial Applications and a minor in Sport Management. He regularly volunteers at the Family Place and enjoys spending time traveling and playing basketball and tennis with his family and friends.