Merrill Lynch Financial Advisor Mohanad (Moe) Elhag

Merrill Lynch Financial Advisor Mohanad (Moe) Elhag is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Moe is an accessible, knowledgeable, and experienced senior financial advisor specializing in designing tailored wealth planning strategies and offering investment guidance. With over a decade of experience, he has proven invaluable to doctors, tech professionals, and business owners. Moe is dedicated to building and maintaining strong relationships with his clients, providing personalized financial education and advice aligned with each client's unique needs and goals. He holds an MBA and a BS in Finance from Virginia Commonwealth University.

Moe's expertise extends beyond traditional wealth management, including assisting clients with concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Prior to his current role, Moe served as a medical wealth advisor at Truist Wealth, focusing on helping doctors manage personal wealth and address cash flow complexities with running a practice. In addition to his professional pursuits, Moe actively participates in his community by coaching his sons' basketball and soccer teams.

At Merrill Lynch Wealth Management, Moe and his team focus on building strong client relationships based on trust and personalized service. They offer personalized financial strategies centered on the client's goals, providing access to the investment insights of Merrill and the banking convenience of Bank of America. Through the Merrill Personal Wealth Analysis™, they help clients build and document a personalized plan focused on achieving their financial goals.

Moe's mission is to understand each client personally and help them design and implement a personalized plan to pursue financial goals while managing investment risk. By regularly reviewing and adjusting the financial approach based on changes in the client's life and the financial markets, Moe and his team aim to help clients stay on track to achieve what matters most to them. As a registered financial advisor in multiple states, Moe is dedicated to providing the latest investment insights, tips, and strategies to help clients live their best financial life.