Senior Vice PreS ident Wealth ManageM ent Wealth ManageM ent a d V i S or Portfolio Manager

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1 Patricia T. Dunn, CAP Senior Vice PreS ident Wealth ManageM ent Wealth ManageM ent a d V i S or Portfolio Manager To clients we are Merrill Lynch. We bring all of the Firm s resources to them whenever appropriate. Our goal is to truly make a difference in people s lives. Pat began her career in financial services in 1976 as the first female financial advisor for Merrill Lynch in Philadelphia. As the founder and team leader of The Dunn Group, she provides advice and guidance to pre-retirees and retired clients on diverse wealth management strategies, including retirement outcomes, liquidity and philanthropy. Additionally, Pat works with clients to help see that they have adequate insurance coverage in place, including long-term care insurance. She also guides clients on their visions of their legacy needs, including leaving inheritances for their heirs or the charity of their choice. Pat is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, options, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the Firm s Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis. She also holds the Chartered Advisor in Philanthropy (CAP ) designation. Additionally, Pat is a member of the Greater Philadelphia Senior Executives Group and earned a Bachelor s degree from East Stroudsburg University. She and her husband, Joe, are residents of Montgomery County and enjoy weekends on Maryland s Eastern Shore. Merrill lynch makes available products and services offered by Merrill lynch, Pierce, fenner & Smith incorporated (MlPf&S) and other subsidiaries of Bank of america corporation. investment products offered through MlPf&S and insurance and annuity products offered through Merrill lynch life agency inc.: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity MlPf&S is a registered broker-dealer, member SiPc and a wholly owned subsidiary of Bank of america corporation. Merrill lynch life agency inc. is a licensed insurance agency and a wholly owned subsidiary of Bank of america corporation. Merrill lynch makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of america corporation or in which Bank of america corporation has a substantial economic interest, including Bofa tm global capital Management.

2 Wealth Management 100 Four Falls Corporate Center n Suite 200 n West Conshohocken, PA Phone: n Toll-free: n Fax: Patricia_T_Dunn@ml.com n Investing involves risk. There is always the potential of losing money when you invest in securities. neither Merrill lynch nor its financial advisors provide tax, accounting or legal advice. clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals. Merrill lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. there are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. it is important to understand the differences, particularly when determining a service or services to select. all guarantees and benefits of the insurance policy are backed by the claims-paying ability of the issuing insurance company. they are not backed by Merrill lynch or its affiliates, nor do Merrill lynch or its affiliates make any representations or guarantees regarding the claims-paying ability of the issuing insurance company. options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document characteristics and risks of Standardized options. this document is available by contacting your Merrill lynch financial advisor. l Merrill Lynch and the Bull Symbol are trademarks of Bank of america corporation. The Chartered Advisor in Philanthropy (CAP) designation is a registered trademark of the american college Bank of america corporation. all rights reserved. MlWM _insert ar39shpl 04/2014

3 J. Paul Dunn, CFP, CRPC Senior f inancial a d V i S or Portfolio a d V i S or After owning and operating a successful consulting firm for entrepreneurs, Paul sold his business and joined the team as a financial advisor for The Dunn Group in Being part of a family team enables Paul to help serve multiple generations of the same family and make a difference in their financial lives. He focuses on the complex issues faced by the career-building generation, typically wealth-creation-oriented clients and business owners. We look at everything in your financial life and pull it all together to create a strategy designed to work, one that helps you pursue your financial goals and visions. Paul is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers strategies, funds or portfolios. He holds a Chartered Retirement Planning Counselor SM (CRPC ) designation and the CERTIFIED FINANCIAL PLANNER certification, awarded by the Certified Financial Planner Board of Standards, Inc. Paul earned a Bachelor s degree in Marketing from Drexel University. Paul and his wife, Laura, live in King of Prussia, and enjoy scuba diving and taking care of their three rescued pets. Merrill lynch makes available products and services offered by Merrill lynch, Pierce, fenner & Smith incorporated (MlPf&S) and other subsidiaries of Bank of america corporation. investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value MlPf&S is a registered broker-dealer, a registered investment adviser and member SiPc. Merrill lynch makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of america corporation or in which Bank of america corporation has a substantial economic interest, including Bofa tm global capital Management.

4 Wealth Management 100 Four Falls Corporate Center n Suite 200 n West Conshohocken, PA Phone: n Toll-free: n Fax: Patricia_T_Dunn@ml.com n Investing involves risk. There is always the potential of losing money when you invest in securities. neither Merrill lynch nor its financial advisors provide tax, accounting or legal advice. clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals. Merrill lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. there are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. it is important to understand the differences, particularly when determining a service or services to select. l Merrill Lynch and the Bull Symbol are trademarks of Bank of america corporation. Chartered Retirement Planning Counselor and CRPC are registered service marks of the college for financial Planning. CERTIFIED FINANCIAL PLANNER TM and CFP are certification marks owned by certified financial Planner Board of Standards, inc., and are awarded to individuals who successfully complete cfp Board s initial and ongoing certification requirements Bank of america corporation. all rights reserved. MlWM _insert ar39shpl 04/2014

5 Pascale Abi-Khattar r egistered c lient associate Pascale joined Merrill Lynch in In her role at The Dunn Group, she uses her vast industry and technical knowledge and proficiency in building and maintaining strong client relationships to enhance the quality of clients experience. Pascale assists the group with all aspects of client service and administration with a focus on problem solving and delivering outstanding personal service. Everything we do starts and ends with the client. Pascale is the first point of contact for clients with questions or service requests. Some of her responsibilities include processing new accounts, maintaining existing ones and executing trade orders. Pascale believes that The Dunn Group s success is dependent on honesty, a strong work ethic and a commitment to building intergenerational relationships that evolve with clients and their families. Pascale earned a Bachelor s degree in Finance and Economics from Villanova University. Merrill lynch makes available products and services offered by Merrill lynch, Pierce, fenner & Smith incorporated (MlPf&S) and other subsidiaries of Bank of america corporation. investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value MlPf&S is a registered broker-dealer, a registered investment adviser and member SiPc. Merrill lynch makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of america corporation or in which Bank of america corporation has a substantial economic interest, including Bofa tm global capital Management.

6 Wealth Management 100 Four Falls Corporate Center n Suite 200 n West Conshohocken, PA Phone: n Toll-free: n Fax: Patricia_T_Dunn@ml.com n Investing involves risk. There is always the potential of losing money when you invest in securities. neither Merrill lynch nor its financial advisors provide tax, accounting or legal advice. clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals. Merrill lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. there are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. it is important to understand the differences, particularly when determining a service or services to select. l Bank of america corporation. all rights reserved. MlWM _insert ar39shpl 04/2014