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Nathan Marsden
New York, NY 10036
Nathan Marsden is the Managing Director for the Northeast Region of Merrill Private Wealth Management based in New York City. In this role, Nathan leads the Private Wealth Management advisors in New England, New York, New Jersey and Pennsylvania. Since beginning his career at Merrill in 1993 as a financial advisor in the Washington, D.C. office and building a successful practice, Nathan has held various leadership positions at the firm, including Market Executive roles for several different office complexes, Market Integration Executive for Detroit, and most recently Managing Director for the Mid-America Region of Merrill Private Wealth Management. Nathan received a bachelor’s degree in economics from Virginia Polytechnic Institute and State University (Virginia Tech).
Josh Moody
Suite 4500
Miami, FL 33131-2397
Josh Moody is the Managing Director for the Florida Region of Merrill Private Wealth Management based in Miami, Florida. In this role, he is responsible for leading the ultra-high-net-worth business across the entire state, working with Private Wealth Advisors and their clients to develop tailored wealth management solutions for individuals, families and business owners. Josh has been with Merrill for 25 years, primarily in leading different market areas across the United States. Prior to his current role, Josh oversaw the firm’s wealth management business serving clients in Miami and Naples, Florida, as well as The Caribbean. Josh received a B.A. in economics with a minor in Hispanic language and culture from Wake Forest University, and an MBA in finance from Denver University.
Tracy Murphy
Floor 18
San Francisco, CA 94104
Tracy Murphy is the Managing Director for the Pacific Northwest Region of Merrill Private Wealth Management. Headquartered in San Francisco, California, Tracy oversees the activities of more than 30 Private Wealth Management advisor teams in 13 cities across six states. Tracy joined Merrill in 2000 and has steadily taken on increasing leadership responsibilities within the firm. Previously, she served as a Managing Director of the Venture Services Group at Merrill and was the Market Executive for Merrill’s East Bay complex, as well as key markets in Oregon and Southern California. Tracy is active in a number of area organizations, including Battery Powered, a community designed to find and fund people and projects who work to strengthen society.
Linda Patel
Suite 1300
Dallas, TX 75201
Linda Patel is the Managing Director for the Greater Texas Region of Merrill Private Wealth Management based in Dallas, Texas. Her responsibilities cover the Dallas, Houston, San Antonio and Austin, Texas markets, as well as St. Louis, Missouri; Albuquerque, New Mexico; and Denver, Colorado. Linda joined Merrill in 2006 as part of Merrill’s acquisition of Advest. Following the merger, she became the Associate Director for both the Long Island East and the North Shore complexes in New York. She has held the Market Executive position for several Merrill office complexes, including Detroit, Bloomfield Hills, and Ohio-Michigan. Most recently, Linda was the Market Executive of the Valley Coast market in Southern California, with responsibility for eight Merrill offices. Linda holds a B.B.A. degree in international studies and a minor in economics from PACE University in New York.
Joe Powers
Atlanta, GA 30326
Joe Powers is the Managing Director for the Mid-Atlantic Region of Merrill Private Wealth Management headquartered in Atlanta, Georgia, overseeing Private Wealth Advisor teams in Washington, D.C., Virginia, Tennessee, the Carolinas and Georgia. Joe was most recently the Market Executive and Market Integration Executive for the Columbia, South Carolina market. He began his career at Merrill in 1994, holding various roles, including divisional chief operating officer for the West and South Atlantic Divisions and market supervision manager for multiple markets. He graduated with a Bachelor of Science degree in financial management from Clemson University.
Jeff Wood
Floor 12
Los Angeles, CA 90067-3241
Jeff Wood is the Managing Director for the Mountain West Region of Merrill Private Wealth Management headquartered in Century City, California, with an additional six offices in Southern California, Arizona and Nevada. Jeff joined Merrill in 1993 after a distinguished active duty and reserve career serving in the United States Navy as a Naval Commander and Flight Officer. During his 30-year career with Merrill, he has served as a wealth management advisor in Norfolk, Virginia, and as a Market Executive in several locations across the U.S. Jeff holds a B.A. degree from the University of Maryland, an M.S. degree from the University of Southern California, and is a graduate of the Securities Industry Institute® Program at the Wharton School of the University of Pennsylvania.
David Donaldson
Chicago, IL 60606
David Donaldson is the Managing Director for the Mid-America Region of Merrill Private Wealth Management headquartered in Chicago, Illinois, and overseeing Private Wealth Advisor teams in 15 states. Since joining Merrill in 1996, he has held various sales and advisor training roles. In 2002, David became the Associate Director of the San Francisco Market, and in 2006 was named as the Director of the Naples, Florida market. From 2010 to 2023, David was the Market Executive for the firm’s flagship Chicago Metro market, where he led 200 Wealth Management Advisors and Trainees. He is a graduate of Michigan State University and spent three years as a golf professional before joining Merrill.