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TOP 30 Investment advisor community in Virginia
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Investment Adviser Association
The Investment Adviser Association, located at 818 Connecticut Avenue Northwest in Washington, D.C., is a leading finance institution dedicated to providing expert guidance and advice to individuals and organizations seeking to make informed investment decisions. With a team of experienced professionals and a commitment to upholding the highest standards of integrity and professionalism, the Investment Adviser Association is a trusted resource for those looking to navigate the complex world of finance with confidence. Whether you are a seasoned investor or just starting out, the IAA is here to help you achieve your financial goals.
Avisha Kassir Luxury Home & Investment Properties - McLean | Real Estate Agents
Avisha Kassir Luxury Home & Investment Properties is a powerhouse real estate agency serving clients in South Florida, Washington DC, Virginia, and Maryland. With two strategically positioned offices covering four states, Avisha and her team provide a distinctive concierge experience for clients seeking luxury homes or investment properties. Whether you're looking for a glamorous retreat in Miami, a peaceful residence near the nation's Capitol, or a lucrative multi-family investment, Avisha Kassir and her team are dedicated to meeting the needs of the most discerning clients. Avisha Kassir, a licensed real estate broker with insider market knowledge and a strong track record of success, offers personalized and seamless experiences for clients purchasing their dream homes or seeking investment opportunities. With a focus on maximizing ROI and delivering exceptional service, Avisha ensures that her clients receive the best possible outcome in every transaction.
SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA
Sovereign Wealth Management is a financial planning and investment management firm located in Vienna, Virginia, serving clients in the DC metro area and beyond. Founded with the goal of providing personalized and professional financial services, Sovereign offers comprehensive wealth advisory services to High Net Worth Individuals, Families, and Business Owners. Led by founder and CEO Gary Korolev, a seasoned Wealth Manager with over 15 years of experience, the team at Sovereign is dedicated to meeting clients' Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. The team at Sovereign Wealth Management includes Alaina, who serves as a critical liaison between clients and the Wealth Manager, providing exceptional customer service. Svitlana manages account details and communication between clients and the firm, while Katya handles public relations and communication efforts. Yash focuses on providing accounting, asset protection, and financial planning services, and David implements marketing strategies to grow Sovereign's client list.
Merrill Lynch Financial Advisor Jennifer Abate
Merrill Lynch Financial Advisor Jennifer Abate is a finance institution located at 11951 Freedom Drive, Reston, Virginia, United States. At Shields Abate Searle and Associates, they are a team of professionals dedicated to providing personalized financial strategies to clients. Their philosophy is centered around understanding each client's mindset and motivations to create a solid financial plan. They work with a limited number of clients to provide focused attention on complex financial needs, serving a diverse range of individuals including business owners, government workers, and philanthropic organizations. Their team at Shields Abate Searle and Associates believes in building strong client relationships based on trust and personalized service. They are committed to giving back to the local community and have sponsored organizations like The Vienna Women's Center. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they help clients manage, grow, and preserve their wealth for the future.
Merrill Lynch Financial Advisor Scott Moran
Merrill Lynch Financial Advisor Scott Moran, located at 1152 15th Street Northwest in Washington, District of Columbia, United States, is a finance institution dedicated to helping you manage your wealth. With a deep understanding of your financial goals and priorities, Scott Moran can create a flexible strategy tailored to today's market conditions. By providing access to Merrill's investment insights and Bank of America's banking solutions, Scott Moran works to help you pursue your financial goals through personalized wealth management strategies. As a part of the Merrill tradition of community involvement, Scott Moran volunteers with local organizations to give back to the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your specific goals. Supported by the global resources of Merrill, Scott Moran's team is committed to building strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor James Ventura
Merrill Lynch Financial Advisor James Ventura, located at 1900 Duke Street, Alexandria, Virginia, United States, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, James Ventura can assist in creating a flexible financial strategy tailored to individual goals and priorities. By participating in the community and volunteering with local organizations, James Ventura follows the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their goals and aspirations. By engaging in conversations with clients about their financial goals, aspirations, and concerns, James Ventura aims to develop a customized approach that helps clients pursue their dreams and manage investment risk. With a focus on understanding clients' personalities and financial preferences, James Ventura strives to offer solutions that align with their life priorities. By staying connected with clients and adapting their financial approach to reflect changes in their lives, James Ventura aims to help clients achieve their financial goals. Whether clients are planning for retirement, saving for a home, or funding a child's education, James Ventura is committed to providing guidance and support every step of the way. With a focus on building a one-on-one relationship with clients, James Ventura is dedicated to helping clients navigate the complexities of their financial lives and pursue their financial goals.
Michael Graham, LaSalle St. Investment Advisors, LLC
Michael Graham, LaSalle St. Investment Advisors, LLC is a finance institution located at 2000 Duke Street, Alexandria, Virginia, United States. With over 30 years of experience, Michael Graham offers professional investment advice to clients with investable assets ranging from $50 thousand to $50 million. Services include retirement planning, asset allocation strategies, mutual funds, individual stocks and bonds, annuities, and insurance. Clients work with Michael to develop a personalized financial plan based on their goals, investment timeframe, and risk tolerance. Regular communication and updates ensure that the plan stays on track. Securities are offered through LaSalle St. Securities, LLC, and advisory services are provided by LaSalle St. Investment Advisors, LLC. Residents of select states are eligible for services. Investment securities involve risks, and clients are advised to carefully read all prospectuses before investing. Visit the website for more information on services and fees.
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC is a finance institution located at 725 Jackson Street, Fredericksburg, Virginia, United States. As one of the region's most experienced and established multi-family offices, we specialize in helping clients protect and grow their wealth. Our team of financial experts is dedicated to understanding each client's goals and purpose, and we work collaboratively to create tailored strategies to reach those goals. We believe that with great wealth comes great responsibility, which is why we emphasize helping clients achieve their charitable goals while upholding the same standard ourselves. Our suite of services is designed to cater to executives and entrepreneurs in their mid to late career, helping them preserve and extend their wealth beyond their company plans.
Community Financial Group
Community Financial Group is a finance institution located at 107 Amelia Street in Fredericksburg, Virginia. We offer a wide range of financial services to individuals and businesses in the local community. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Community Financial Group is here to help. Visit us today to learn more about how we can assist you with your financial needs.
Merrill Lynch Financial Advisor Scott A. Spiers
Merrill Lynch Financial Advisor Scott A. Spiers is located at 3 South King Street, Leesburg, Virginia, United States. Scott A. Spiers is a Senior Financial Advisor and Assistant Vice President with years of experience in the financial services industry. He focuses on helping clients build a personalized wealth management strategy to address their individual needs. Scott believes in actively participating in the community and volunteers his time with local organizations. At Merrill Lynch Wealth Management, Scott works with clients to develop a personalized plan centered on their goals and priorities. By listening to clients and understanding their financial aspirations, Scott helps them make informed decisions and navigate the complexities of the financial markets. With access to the investment insights of Merrill and banking solutions from Bank of America, Scott collaborates with clients to design an approach tailored to their financial needs.
Bank of America Private Client Advisor George Swygert
Bank of America Private Client Advisor George Swygert is a Senior Vice President at the McLean, Virginia office of Bank of America Private Bank. George specializes in working with high-net-worth individuals, families, and select not-for-profit institutions to create customized financial strategies. With a focus on wealth creators like entrepreneurs and business owners, George helps clients navigate important financial decisions and business transitions. He offers a range of services including investment management, estate planning, credit and lending, and philanthropy. George's extensive experience in the banking industry, including roles at Capital One, Wells Fargo, and Wachovia, gives him a unique perspective on the needs of his clients. He is dedicated to preserving, growing, and transferring wealth to future generations while upholding the values that drive success. George is actively involved in the community, serving on various boards and mentoring programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personalized service. With a history of over 200 years, Bank of America Private Bank combines a personalized approach with the resources of Bank of America to help clients achieve their financial goals. The institution values innovation and continually adapts to changing market conditions to provide clients with disciplined financial strategies. Please note that by visiting the website, you will be directed to FINRA'S BrokerCheck and may receive personalized ads based on your online behavior. Investing involves risk and it is important to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services offered.
Merrill Lynch Financial Advisor Vishal Patel
Merrill Lynch Financial Advisor Vishal Patel, located at 1152 15th Street Northwest in Washington, D.C., is dedicated to helping you manage your wealth with a personalized approach. By understanding your financial goals and priorities, Vishal Patel can create a flexible strategy tailored to the changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, he can help you pursue your goals through personalized wealth management strategies. Vishal Patel follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By starting with a conversation to identify your priorities, Vishal Patel can provide advice and guidance to help you make informed financial decisions.
Merrill Lynch Financial Advisor Justin H Wasfy
Merrill Lynch Financial Advisor Justin H Wasfy is a financial institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution offers personalized wealth management strategies tailored to each client's individual financial goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Justin Wasfy aims to help clients pursue their financial aspirations in a changing market environment. With a focus on community involvement and volunteering, the institution values building strong relationships with clients to understand their evolving needs and priorities. Through the Merrill Personal Wealth Analysis™, clients can create a personalized financial plan centered around their goals, with a focus on managing, growing, and preserving wealth for the future. Justin Wasfy believes in a client-first approach, working closely with individuals and families to design and implement strategies that align with their unique aspirations. By continuously monitoring and adjusting financial approaches, the institution aims to help clients stay on track towards achieving their goals. With a commitment to providing personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Justin H Wasfy strives to help clients live their best financial life.
Merrill Lynch Financial Advisor Raymond H Hasser
Merrill Lynch Financial Advisor Raymond H Hasser is a finance institution located at 1900 Duke Street, Alexandria, Virginia, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as wealth management, financial planning, investment strategies, and access to banking solutions from Bank of America. Raymond H Hasser believes in the importance of teamwork and client involvement to deliver personalized financial advice. The institution focuses on helping clients define their goals, determine their risk tolerance, and establish a wealth management strategy centered on their priorities in life. With access to investment insights and banking solutions, the institution works with clients to develop an approach designed to address their financial needs.
Raffa Investment Advisers
Raffa Investment Advisers is a finance institution located at 1899 L Street Northwest, Washington, District of Columbia, United States. Specializing in serving nonprofits and associations, Raffa's team of qualified advisors align investment strategies with mission goals. With over five years of experience, they provide education and guidance to boards and finance committees. Clients praise Raffa for their outstanding communication, responsiveness, and high-quality reporting. The Human Services Center has trusted Raffa Investment Advisers with their assets since 2017, highlighting the team's exceptional communication and personalized approach. Other clients have been with Raffa for over ten years, praising their knowledge, responsiveness, and guidance through retirement planning and investment strategies. Raffa's annual Study on Nonprofit Investing (SONI) provides valuable data on nonprofit investment practices.
Merrill Lynch Financial Advisor J Eric Rice
Located at 1152 15th Street Northwest in Washington, D.C., Merrill Lynch Financial Advisor J Eric Rice offers valuable insights, observations, and ideas to assist clients in achieving their financial goals. With a focus on personalized service and trust, the team at Merrill Lynch is dedicated to building strong client relationships and providing exemplary client service. The team, led by J Eric Rice, has received recognition from prestigious financial industry publications such as Barron's and Forbes, showcasing their commitment to excellence in wealth management. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals who are dedicated to helping clients achieve their financial aspirations.
Merrill Lynch Financial Advisor Cathy L Achter
Merrill Lynch Financial Advisor Cathy L Achter, located at 1900 Duke Street, Alexandria, Virginia, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, Cathy Achter follows the Merrill tradition of community involvement through volunteering. Through the Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals. By utilizing the Investment Personality Assessment, Cathy can tailor financial approaches to align with clients' preferences. With access to Merrill's investment insights and Bank of America's banking solutions, clients can work with Cathy to develop a comprehensive approach to address their financial needs. By understanding clients' aspirations and priorities, Cathy helps design and implement personalized plans to manage investment risk and achieve financial goals. Through regular check-ins and adjustments to financial approaches, Cathy aims to help clients stay on track towards their objectives. As a Merrill Lynch Wealth Management Advisor, Cathy focuses on building customized investment approaches to meet clients' needs and pursue their goals. With a commitment to putting clients first, Cathy works to create a one-on-one relationship that offers personalized investment strategies and comprehensive financial solutions. Registered to do business in multiple states, Cathy Achter provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and consultation with legal and tax advisors is recommended before making financial decisions.
David Harrell - Financial Advisor, Ameriprise Financial Services, LLC
David Harrell - Financial Advisor at Ameriprise Financial Services, LLC, located at 12848 Harbor Drive in Lake Ridge, Virginia, is a trusted finance institution offering personalized investment and portfolio recommendations based on individual goals and risk tolerance. As part of Whitlock Wealth Management, a Forbes Best-in-State Wealth Management Team for 2024, David Harrell prioritizes client relationships and regularly reviews progress towards financial goals to adapt strategies as needed. With access to investments and accounts from any device, clients can track their progress and communicate securely with David Harrell. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers, providing expert financial planning concepts and services to help clients achieve a more confident financial future. Securities offered by Ameriprise Financial Services, LLC, are regulated by FINRA and SIPC, ensuring compliance with state registration requirements. Schedule a complimentary initial consultation to discuss your financial goals and learn more about how David Harrell can help you achieve them.
Merrill Lynch Financial Advisor Paul Juergensen
Merrill Lynch Financial Advisor Paul Juergensen, located at 1152 15th Street Northwest in Washington, D.C., has over three decades of experience serving a loyal and growing circle of ambitious clients and their families. With a focus on optimizing clients' wealth through a personalized approach, Paul has successfully navigated market volatility and helped clients mitigate investment risk through diversification. His rigorous training and industry credentials, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Manager Analyst® (CIMA®) designation, and Certified Private Wealth Advisor® (CPWA®) designation, allow him to provide high-net-worth individuals with expert guidance. Paul's planning-based approach, tailored to each client's unique goals and concerns, is ongoing and designed to help clients achieve financial success. As a Portfolio Manager, Paul can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Committed to giving back to the community, Paul volunteers with local organizations and supports non-profit causes. With access to the global resources of Merrill, Paul and his team are dedicated to building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and manage investment risk.
Merrill Lynch Financial Advisor Brendan J. Guilday
Merrill Lynch Financial Advisor Brendan J. Guilday, located at 1152 15th Street Northwest in Washington, D.C., offers a personalized and disciplined approach to financial planning. Brendan's focus on consistency and excellence ensures that his high net worth clients receive sophisticated financial solutions tailored to their individual needs. Named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2022 and 2023, Brendan's consultative and objective wealth management approach helps clients build and transfer their wealth, plan for retirement, manage liquidity needs, and more. With certifications as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor, CRPC®, Brendan is committed to helping clients achieve their short- and long-term financial goals. Through the Merrill Personal Wealth Analysis™, Brendan works with clients to develop personalized financial strategies that align with their life priorities and investment personalities. By staying proactive and transparent, Brendan ensures that clients' financial plans evolve with their changing needs and market conditions. Whether planning for retirement, education, or other goals, Brendan's goal is to simplify the complexities of wealth planning and help clients reach their financial aspirations. With a focus on open communication and periodic reviews, Brendan aims to keep clients on track towards achieving what matters most to them.
Merrill Lynch Financial Advisor Joshua Richardson
Merrill Lynch Financial Advisor Joshua Richardson is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. They specialize in managing wealth by creating personalized strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, they aim to help clients pursue their financial aspirations. By participating in the community and volunteering with local organizations, they demonstrate a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on the client's goals and priorities. Their approach involves understanding the client's investment personality and preferences to customize a financial strategy that aligns with their values. They believe in ongoing communication and adjustments to the financial approach as life circumstances change. With a focus on personalized service and a deep understanding of each client's unique situation, Merrill Lynch Financial Advisor Joshua Richardson aims to help individuals and families achieve their financial goals.
Merrill Lynch Financial Advisor Elijah D Smith
Merrill Lynch Financial Advisor Elijah D Smith is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Accessible, knowledgeable, and experienced, Elijah is committed to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and offers a disciplined process for managing wealth. Elijah provides tailored strategies based on each client's needs and goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Elijah also participates in community service activities and volunteering.
Merrill Lynch Financial Advisor William Wilson
Merrill Lynch Financial Advisor William Wilson is a leading finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our team of talented and experienced individuals is dedicated to helping individuals, families, and organizations achieve their most critical financial goals and objectives. As Purpose Driven advisors, we believe in using every dollar earned, spent, invested, or gifted to make a positive impact within your family, organization, community, and the world at large. We work closely with our clients to understand their values, guiding principles, and priorities in order to build a customized financial strategy tailored to their unique needs. Our services include personalized investment strategies, financial planning, and access to comprehensive financial solutions from Bank of America. With a focus on True Financial Success and bringing your values to life, we are committed to helping you pursue your goals and stay on track regardless of market fluctuations. Contact us today to learn more about how we can help you achieve your financial aspirations.
Merrill Lynch Financial Advisor James Giaccia
Merrill Lynch Financial Advisor James Giaccia, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is dedicated to helping clients manage their wealth through personalized financial strategies. With a focus on understanding each client's goals and priorities, James Giaccia offers access to investment insights from Merrill and banking solutions from Bank of America. Services include banking and cash management, wealth management, home financing, investment management, insurance, trust and estate planning, and more. With a commitment to community involvement and a deep understanding of each client's financial situation, James Giaccia works to create a customized financial approach that reflects individual needs and priorities. By staying informed on changes in clients' lives and the financial markets, James Giaccia helps clients stay on track to achieve their goals. As a Chartered Retirement Planning Counselor™, James Giaccia is registered to do business in multiple states and offers personalized investment strategies to help clients live their best financial life.
Merrill Lynch Financial Advisor Nathaniel Ewoldt
Located at 910 Princess Anne Street in Fredericksburg, Virginia, Merrill Lynch Financial Advisor Nathaniel Ewoldt offers personalized financial services to help clients achieve their goals. With a focus on understanding your unique financial situation, Ewoldt and his team provide insights and strategies to navigate market volatility and plan for the future. From wealth management to investment advice, they work closely with clients to create flexible strategies tailored to individual needs. By participating in the local community and volunteering, Ewoldt embodies the Merrill tradition of serving others. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and recommendations to help them reach their financial objectives. With access to the resources of Merrill and Bank of America, Ewoldt is dedicated to helping clients manage, grow, and preserve their wealth for years to come. Whether planning for retirement, saving for a home, or funding education, Ewoldt's mission is to understand each client's priorities and provide solutions to achieve their financial goals. With a commitment to ongoing communication and adjustments as needed, Ewoldt strives to keep clients on track to financial success.
Towne Investment Group
Towne Investment Group, located at 6001 Harbour View Boulevard in Suffolk, Virginia, is a financial institution that offers personalized financial planning tailored to your individual goals, time frame, and risk tolerance. They provide a comprehensive range of financial services, support, and guidance to help you achieve your financial goals. In addition to investment services, Towne Investment Group also offers cash management, banking, and lending tools to help you make the most of your financial opportunities. They understand the importance of managing assets to support your needs and desires, as well as planning for your financial legacy to benefit loved ones or charitable causes.
Merrill Lynch Financial Advisor Timothy P Neary
At Merrill Lynch Financial Advisor Timothy P Neary, located at 11951 Freedom Drive, Reston, Virginia, United States, we believe in managing your wealth by deeply understanding your full financial picture. We create flexible strategies tailored to your needs in today's changing market conditions, offering access to investment insights from Merrill and banking solutions from Bank of America. Our personalized wealth management strategies are designed to help you pursue your goals effectively. Our commitment to community involvement drives us to volunteer with local organizations, reflecting the deep-seated Merrill tradition of serving the communities we operate in. With Merrill Personal Wealth Analysis™, we can build a personalized plan centered on your goals and aspirations, adjusting it as your life evolves. We understand that your financial priorities may change over time, which is why we offer tools to help you keep track of these changes and incorporate them into your financial approach. By focusing on what matters most to you - whether it's planning for retirement, saving for a home, or passing on wealth to future generations - we aim to help you achieve your financial goals.
Merrill Lynch Financial Advisor John L. Bocek
Merrill Lynch Financial Advisor John L. Bocek, located at 11951 Freedom Drive in Reston, Virginia, offers personalized wealth management strategies to help clients navigate life's changes and achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, Senior Financial Advisor John L. Bocek can assist you in creating a comprehensive wealth management strategy tailored to your individual needs. By utilizing the resources of Merrill and access to banking services from Bank of America, John L. Bocek can help you pursue your aspirations and address fluctuations in the market. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, the team at Merrill Lynch Wealth Management works to understand your goals, priorities, and investing preferences to develop a customized financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor John L. Bocek is dedicated to helping you achieve your financial goals. With a focus on personalized service and ongoing communication, the team at Merrill Lynch is committed to helping you stay on track and adapt your financial approach as your life and goals evolve. Contact Merrill Lynch Financial Advisor John L. Bocek today to start planning for your financial future.
Merrill Lynch Financial Advisor Christine M Donovan
Merrill Lynch Financial Advisor Christine M Donovan is a trusted finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. As a financial advisor, Christine understands that managing your wealth requires a deep understanding of your financial picture. She can help create a flexible strategy tailored to your needs in today's changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, Christine offers personalized wealth management strategies to help you pursue your goals. Christine follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. With Merrill Personal Wealth Analysis™, she can build a personalized plan centered on your goals and aspirations. By starting with a conversation to identify your priorities, Christine can help you navigate through important financial decisions and trade-offs to achieve personally meaningful goals.
Merrill Lynch Financial Advisor Dan Sheehan
Merrill Lynch Financial Advisor Dan Sheehan, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is committed to understanding your values and helping you achieve your financial goals. With a focus on one-on-one conversations and communication, the team works to develop personalized strategies to manage risk and work towards the returns necessary to help you achieve your objectives. As a CERTIFIED FINANCIAL PLANNER™ certificant, Dan Sheehan holds himself to the highest standards of professional competency and ethical practices. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Dan Sheehan can help you build and document a personalized plan centered on your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team is dedicated to helping you pursue what matters most to you. With a focus on open communication and a clear understanding of your goals and expectations, Merrill Lynch Financial Advisor Dan Sheehan is committed to putting your best interests first.
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