Merrill Lynch Private Wealth Advisor Timothy G Mellott

Merrill Lynch Private Wealth Advisor Timothy G Mellott is a leading finance institution located at 30 West Patrick Street in Frederick, Maryland, United States. Our team of private wealth advisors and financial advisors from Merrill Lynch Wealth Management work with a select group of families and individuals to address the complex challenges of managing significant wealth. Our mission is to simplify your wealth and your life, giving you more time for personal and professional pursuits that are most meaningful to you.

Cherie Edwards, a CERTIFIED FINANCIAL PLANNER™ certificant, guides clients through a discovery process to help articulate what matters most. She focuses on connecting all aspects of clients' financial lives and incorporates these goals into a dynamic planning process. Cherie works with multigenerational families, providing tools and resources to navigate family wealth dynamics and governance.

Our team has received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. We provide strategies designed to help you achieve your goals with a goals-based wealth management approach, putting clients at the center of every personalized strategy.

The senior members of our team, including Bill Orr and Tim Mellott, have a shared history as colleagues and friends, with over 30 years of experience working together. We thrive on challenges and are committed to exploring them from a client perspective to provide a highly personalized experience that exceeds expectations.

Our team works with a select group of individuals, families, and family foundations throughout the U.S., providing frequent communication and close attention to detail. We believe in cultivating deep relationships based on mutual respect, candor, and transparency, earning your trust by creating value for you and your family.

Our planning-based approach centers on your unique wealth management goals, helping you simplify and organize your wealth to align with your priorities and core values. We focus on finding opportunities to streamline your financial life and provide forward-looking strategies for passing on wealth to future generations.

At Merrill Lynch Private Wealth Advisor Timothy G Mellott, we aspire to be a single source for all your wealth management needs, connecting you with a wide range of resources from Merrill and Bank of America. Our team is dedicated to providing exceptional service and building lasting relationships with our clients.