Investment strategies in Washington, VA
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Bank of America Private Client Advisor Morris Clarke
● OpenBank of America Private Client Advisor Morris Clarke, located at 1800 K Street Northwest in Washington, D.C., offers personalized wealth management strategies for high- and ultra-high-net-worth individuals, families, and select not-for-profit institutions. Morris Clarke, a Managing Director with a background in finance and extensive experience in the industry, leads a team of specialists who provide tailored solutions for investment management, estate planning, family office services, and more. With a focus on preserving and growing wealth for future generations, the institution aims to help clients achieve their financial goals and leave a lasting legacy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering insights and expertise to navigate the complexities of managing significant wealth. By combining a personalized approach with the resources of Bank of America, the institution strives to make clients' financial objectives a top priority. Note that the team members are subject to change, but each individual is committed to listening to clients' needs and creating strategies that align with their best interests. As a client of Bank of America Private Bank, you can expect disciplined financial strategies, innovative solutions, and a focus on providing a bridge across generations to help you achieve your financial goals. Please be aware that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck and are subject to separate terms and privacy policies. It's important to note that neither Bank of America Private Bank nor any of its affiliates provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making any financial decisions. With a commitment to excellence and a dedication to serving clients' best interests, Bank of America Private Client Advisor Morris Clarke strives to provide tailored wealth management solutions that align with your unique financial goals and aspirations.
1800 K St NW, Washington, DC 20006, United States -
Merrill Lynch Financial Advisor Henry Asemota
● ClosedMerrill Lynch Financial Advisor Henry Asemota, located at 1152 15th Street Northwest in Washington, D.C., is a renowned finance institution with a strong reputation for providing personalized wealth management services to individuals, families, and organizations. With a focus on customized retirement and investment planning, risk management, wealth planning strategies, legacy and estate planning, and liability management, the team at Boyd Britton and Pope Wealth Management has been recognized for their expertise and dedication to their clients. Named to Forbes “Best-in-State Wealth Management Teams” list in 2023 and 2024, the institution boasts over 100 years of combined wealth management experience and a commitment to serving clients' best interests. By taking a goals-based approach to financial planning and offering proactive guidance, Merrill Lynch Financial Advisor Henry Asemota ensures that clients feel confident in their pursuit of financial freedom and security.
1152 15th St NW, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Matthew Benton
● ClosedMerrill Lynch Financial Advisor Matthew Benton, located at 1152 15th Street Northwest in Washington, D.C., offers insights, observations, and ideas to help clients pursue their financial goals. The team is proud of their advisors who have received recognition from top financial industry publications. With the support of Merrill's global resources, the team is committed to building strong client relationships based on trust and personalized service. The Group AG, comprised of talented individuals with decades of experience, is dedicated to fulfilling client needs and expectations through frequent communication, honesty, and transparency. Since 1998, The Group AG has provided customized wealth management services to affluent individuals, families, and professionals, focusing on creating strategies based on clients' needs, priorities, hopes, and concerns. The team takes a holistic approach to wealth management, considering clients' investment objectives, time horizon, risk tolerance, and long-term goals. They offer retirement planning services, wealth transfer strategies, and liability management, in addition to access to Bank of America's resources. The team is committed to helping clients make sound strategic decisions and investment selections, with a focus on providing superior service.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Clare Cunniff
● ClosedMerrill Lynch Financial Advisor Clare Cunniff, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to building and maintaining strong relationships with clients. The Cunniff Group team offers personalized financial strategies that prioritize individual goals, such as education funding, retirement planning, and wealth preservation. They utilize tools like the Investment Personality Assessment to tailor their approach to each client's unique needs and preferences. With access to global investing capabilities and banking solutions, the team is committed to helping clients achieve their financial goals. The team of experienced professionals at Merrill Lynch is dedicated to providing personalized service and building trust with clients to help them navigate the complexities of their financial lives. Whether you're planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Clare Cunniff can help you create a customized investment approach to address your needs and pursue your goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Colleen Shepard
● ClosedMerrill Lynch Financial Advisor Colleen Shepard, located at 1152 15th Street Northwest in Washington, D.C., is a prestigious finance institution dedicated to providing personalized financial planning and investment strategies. The team of experienced advisors at Merrill Lynch is committed to building strong relationships with clients based on trust and collaboration. They take the time to understand each client's unique goals, priorities, and financial situation in order to create individualized plans that reflect their needs. Clients benefit from the investment insights of Merrill, as well as access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. The institution's approach to investing is grounded in a deep understanding of each client, ensuring that their financial strategy evolves along with their life and goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Daniel J. Shannahan - UBS Financial Services Inc.
● OpenDaniel J. Shannahan - UBS Financial Services Inc. is a reputable finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong commitment to providing top-notch financial services, they offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. The team at Daniel J. Shannahan - UBS Financial Services Inc. is dedicated to delivering expert guidance and support to clients seeking to build and preserve their wealth.
1501 K St NW #1100, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Philip E Blevins
● ClosedMerrill Lynch Financial Advisor Philip E Blevins is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and guidance of Philip E Blevins to help them achieve their financial goals. Whether it's investment planning, retirement strategies, or wealth management, Merrill Lynch Financial Advisor Philip E Blevins is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Eman Mossadeghi
● ClosedMerrill Lynch Financial Advisor Eman Mossadeghi, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to helping individuals lead a life free of financial stress. By building deep and meaningful relationships and providing unbiased advice, they aim to help clients pursue their personal happiness and fulfillment. Specializing in creating investment strategies that differentiate between needs and wants, they work closely with clients to determine the income needed to sustain their lifestyle and make informed decisions about their finances. With a focus on personalized attention and open communication, Merrill Lynch Financial Advisor Eman Mossadeghi strives to help clients navigate both smooth and turbulent market environments, ensuring they understand their investments and the potential risks and benefits they offer. With a team of experienced professionals and access to global resources, they provide tailored solutions to address clients' needs and goals, helping them achieve financial success.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Trey Gray
● ClosedMerrill Lynch Financial Advisor Trey Gray is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our mission is to help individuals lead a life free from financial stress, enabling them to pursue their personal happiness and fulfillment. We strive to create deep and meaningful relationships with our clients, providing unbiased advice for their long-term benefit. Our team can assist you in making important financial decisions, distinguishing between needs and wants, and creating investment strategies designed to help you enjoy your lifestyle while preserving your wealth. We work closely with you to determine the income needed to sustain your current lifestyle and make necessary trade-offs. This process helps establish the portfolio size and composition required to maintain and grow your assets.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Ronald Everett
● ClosedMerrill Lynch Financial Advisor Ronald Everett is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Ron is a Financial Advisor in Merrill's Washington, D.C., office, specializing in serving corporate retirement plans, non-profit organizations, and high-net-worth individuals and families. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By starting with a conversation to understand your aspirations and concerns, the institution helps you develop a customized financial strategy to plan for your future. With access to investment insights from Merrill and banking solutions from Bank of America, the institution aims to help you manage, grow, and preserve your wealth. The institution believes in staying connected with you to ensure your financial strategy aligns with your changing life and market conditions. By providing transparency on risks, opportunities, and costs, the institution helps you make informed decisions to reach your financial goals. The institution's mission is to understand you and your priorities, offering personalized solutions to help you achieve financial success. Through regular check-ins and adjustments to your financial approach, the institution aims to keep you on track towards your goals. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Ronald Everett is committed to helping you navigate the complexities of your financial life and reach your goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor George L Balboa
● ClosedMerrill Lynch Financial Advisor George L Balboa is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With years of experience and expertise in the financial industry, George L Balboa offers personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Merrill Lynch Financial Advisor George L Balboa can provide you with the guidance and support you need to make informed decisions about your finances. Trustworthy, reliable, and dedicated to client satisfaction, this institution is committed to helping you secure a strong financial future.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Michael H Kirvan
● ClosedMerrill Lynch Financial Advisor Michael H Kirvan is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The team at Merrill Lynch provides insights, observations, and ideas to help clients pursue their financial goals. The advisors at Merrill Lynch have received recognition from various financial industry publications, setting the standard for exemplary client service. The team is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the financial advisors focus on the things that clients care about most - family, goals, and priorities - even as they change over time. The team believes in fully involving clients in planning for their financial future, starting with determining their investment style and identifying individual goals that are personally meaningful. By understanding how clients think about investing, a comprehensive strategy can be designed to make the most of their financial resources.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Michael B Cunningham
● ClosedMerrill Lynch Financial Advisor Michael B Cunningham is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. This institution follows the deep-seated Merrill tradition of community participation and volunteering. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, focusing on managing investment risk while helping clients pursue financial goals. The advisors at Merrill Lynch Wealth Management prioritize understanding clients and their aspirations, offering customized financial approaches to help achieve their goals. Through regular check-ins and updates, they aim to keep clients on track towards their financial objectives. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers a range of services including investment advisory, financial planning, and more, tailored to individual client needs. Michael Cunningham, a Chartered Retirement Planning Counselor™, is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. The goal of Merrill Lynch Financial Advisor Michael B Cunningham is to help clients achieve their financial goals through personalized approaches that reflect their unique needs and priorities.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Edward Jones - Financial Advisor: Cameron Murray
● OpenEdward Jones - Financial Advisor: Cameron Murray is a reputable finance institution located at 201 North Washington Highway in Ashland, Virginia, United States. As a dedicated financial advisor, Cameron Murray provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Cameron Murray is a trusted partner in helping individuals and families secure their financial future.
201 N Washington Hwy, Ashland, VA 23005, United States -
O'Melveny & Myers LLP
● ClosedO'Melveny & Myers LLP is a prestigious law firm located at 1625 I Street Northwest in Washington, DC. Specializing in large-scale litigation, public policy, regulatory issues, appellate practices, antitrust law, foreign investment, trade transactions, and white collar criminal defense, the firm is known for providing strategic counsel to clients facing complex legal challenges. With a team of experienced attorneys with high-level government experience, O'Melveny offers critical insight to clients navigating federal, state, and congressional investigations. Their multidisciplinary approach and global strategies make them a top choice for clients seeking to achieve their most important goals. Subscribe to O'Melveny's newsletter for the latest insights straight to your inbox.
1625 I St NW #10, Washington, DC 20006, United States -
Edward Jones - Financial Advisor: Carlos J Britos
● ClosedEdward Jones - Financial Advisor: Carlos J Britos is a reputable finance institution located at 2922 George Washington Memorial Highway in Gloucester Point, Virginia, United States. Specializing in providing personalized financial advice and services, Carlos J Britos is dedicated to helping individuals and families achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Carlos J Britos is committed to providing top-notch financial planning and investment strategies to help clients secure their financial future.
2922 George Washington Memorial Hwy, Hayes, VA 23072, United States -
J. Ambler Cusick - Morgan Stanley
● OpenJ. Ambler Cusick - Morgan Stanley is a renowned finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, J. Ambler Cusick - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. The institution is known for its expertise in financial planning, asset management, and investment strategies, making it a trusted partner for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to excellence, J. Ambler Cusick - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
1775 I St NW Suite 200, Washington, DC 20006, United States -
LeeToledo PLLC
● ClosedLeeToledo PLLC is a partnership between the Youjin Law Group and Toledo e Advogados Associados, resulting in a new law firm that brings together the expertise of American attorney Kris Lee with 30 years of experience and Brazilian attorney Daniel Toledo with 18 years of experience. Located at 1200 G Street Northwest in Washington, District of Columbia, LeeToledo PLLC offers legal services in Portuguese, English, Spanish, and Korean, catering to clients in Brazil, the European Union, and the United States. Specializing in global mobility, LeeToledo Law™ represents individuals and businesses in their pursuit of international opportunities. Kris Lee, a licensed attorney in DC and NY with over three decades of legal practice, focuses on advising clients on immigration matters and representing them before government agencies and federal courts. Daniel Toledo, licensed in Brazil and Portugal, is a consultant in international business and a renowned speaker, offering advice on living, working, and starting a business abroad through his popular YouTube channel.
1200 G St NW SUITE 800, Washington, DC 20005, United States -
IPX1031: Brian McNulty
● ClosedIPX1031: Brian McNulty is a finance and real estate agency located at 1620 L Street Northwest in Washington, District of Columbia, United States. Specializing in 1031 exchanges, the institution offers expert guidance and services to help clients navigate the complexities of real estate transactions. With a focus on maximizing tax benefits and investment opportunities, IPX1031: Brian McNulty is a trusted partner for individuals and businesses looking to optimize their real estate portfolios.
1620 L St NW 4th floor, Washington, DC 20036, United States -
Charter School Lenders' Coalition
● OpenThe Charter School Lenders' Coalition is a prestigious institution located at 1900 M Street Northwest in Washington, District of Columbia, United States. As a school, it is dedicated to providing financial support and resources to charter schools across the country. With a focus on helping these schools thrive and succeed, the Coalition plays a vital role in ensuring access to quality education for students of all backgrounds. Join us in our mission to empower charter schools and shape the future of education.
1900 M St NW, Washington, DC 20036, United States -
Highbridge
● ClosedHighbridge is a reputable real estate agency located at 2512 Q Street Northwest in Washington, District of Columbia. With a team of experienced and knowledgeable agents, Highbridge specializes in buying, selling, and renting properties in the bustling real estate market of the nation's capital. Whether you are looking for a new home, investment property, or commercial space, Highbridge is dedicated to helping clients navigate the real estate process with professionalism and expertise. Contact Highbridge today to start your real estate journey in Washington, DC.
2512 Q St NW, Washington, DC 20007, United States -
International Finance Corporation
● ClosedThe International Finance Corporation (IFC) is located at 2121 Pennsylvania Avenue Northwest in Washington, D.C. It is the largest global development institution focused on the private sector in developing countries. By encouraging growth and investing in impactful projects, IFC advances economic development, creates jobs, and improves the lives of people. With operations in over 100 countries, IFC leverages its expertise and financial resources to help clients overcome challenges and mobilize solutions for development. As a member of the World Bank Group, IFC focuses on promoting green growth, creating inclusive jobs, and transforming communities through private sector investments. Join IFC Insights for the latest updates on investment opportunities in emerging markets.
2121 Pennsylvania Avenue NW, Washington, DC 20433, United States -
PARCO
● ClosedPARCO Finance Located at 2000 Pennsylvania Avenue NW #7000 in the heart of Washington, DC, PARCO Finance stands as a beacon of financial expertise and dedicated service. Specializing in a comprehensive range of financial solutions, PARCO Finance caters to both individuals and businesses with a commitment to excellence and personalized attention.
2000 Pennsylvania Avenue NW #7000, Washington, DC 20006, United States
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