Abbigael Makenzie Woodcock

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

• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lexington, KY
• 06/2019 → 03/2020
  Federal Bureau Of Investigation
  Louisville, KY
• 05/2019 → 07/2019
  Vector Marketing
  Bowling Green, KY
• 08/2017 → 05/2021
  University Of Kentucky
  Lexington, KY
• 08/2011 → 08/2017
  Greenwood High School
  Bowling Green, KY
• 10/2023 → Present
  Bank Of America N.A.
  Lexington, KY

Other Businesses

I*, Entity Type Fiduciary, Name of OBA: T&J W Address: Bethpage, Tennessee, 37022 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11-Dec-2020 No Hours: 5 yearly No Hours during trading: 0 Duties: I*4772283, Entity Type: Entity For Profit, Name of OBA: Money Monkey , Address: Lexington , Kentucky, 40517, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 08/03/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: As co-author, responsibilities will include writing and editing content, coordinating with editors, illustrators, and publishing vendors, reviewing and approving creative materials, assisting with marketing and promotional activities, managing project expenses, maintaining business records, and participating in decisions related to the publication and sale of children's books. I acknowledge and agree that the outside business activity is in my personal capacity and not in my capacity as an employee of Bank of America. I will not introduce myself as Bank of America employee within the book, and will not use your Bank of America email/letterhead. I will not use any Bank of America / Merrill Lynch materials. All information will be based on fact/theory and not on opinion. I confirm I am doing this activity in my own capacity and not on behalf of BofA/ML. I will not be offering any financial investment advice in this publication. The purpose of the OBA is to create, publish, market, and sell a children's book, called Money Monkey. The book itself will contain educational or literary content and will touch on financial basics, such as counting coins and dollars. The target audience is elementary aged children between six and nine.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04