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TOP 30 Certified counselor in Bethesda, MD
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Merrill Lynch Financial Advisor Stephen Nathaniel Taft
Merrill Lynch Financial Advisor Stephen Nathaniel Taft is a finance institution located at 7501 Wisconsin Avenue in Bethesda, Maryland, United States. As a Merrill advisor, Steve can provide personalized financial advice and guidance to help clients develop a tailored financial strategy based on their risk tolerance, time horizon, and liquidity needs. With over 30 years of experience, Steve focuses on managing discretionary investment portfolios through the Merrill One™ Platform, offering personalized wealth management strategies. He works closely with clients' attorneys and tax advisors to ensure the best service, and often educates clients' children about investments and wealth management. By offering access to the investment insights of Merrill and the banking convenience of Bank of America, Steve helps clients navigate the financial landscape to pursue their goals. With a focus on personalized service and a commitment to continuing financial education, Steve aims to exceed clients' expectations and help them achieve what's most important to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Steve is dedicated to helping clients build a customized investment approach to address their needs and pursue their goals.
Sarah Boone Counseling
Sarah Boone Counseling is a vibrant and authentic health institution located at 4424 Montgomery Avenue in Bethesda, Maryland. As a Licensed Clinical Professional Counselor, Sarah Boone specializes in working with individuals and groups aged 16 and above. She is also a certified Nature Informed Therapist, offering a unique approach to therapy. Sarah Boone has a passion for helping clients navigate through experiences of grief and loss, as well as supporting individuals through life transitions. With a focus on issues such as body-image, self-esteem, personal identity, work-life balance, and relationships, Sarah provides a safe and empowering space for her clients to explore their thoughts and emotions.
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