Valencia Mone Hill

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC
• 01/2025 → Present
  Wake Forest University
  Winston Salem, NC
• 09/2025 → Present
  Bank Of America, N.A.
  Greensboro, NC

Other Businesses

I*: 1899265 Entity Type: Business or Industry Organization Name of the other business: Greensboro Symphony Orchestra Investment-related: No Address of the other business: Greensboro, NC Title, or relationship with the other business Board Member Start date of your relationship: 08/2024 Approximate number of hours/month you devote to the other business: 2 hrs mthy Number of hours you devote to the other business during securities trading hours 1 hr mthly Duties relating to the other business: Vote on initiatives for the symphony and promote attendance.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-17

Other Names

• Valencia Hill
• Valencia Mone' Hill