Investments in Washington, Virginia

Edward Jones - Financial Advisor: Sam Stockstill is a reputable finance institution located at 22 West Washington Street in Lexington, Virginia, United States. With a focus on providing personalized financial planning and investment services, Sam Stockstill and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Sam Stockstill is dedicated to providing expert guidance and tailored solutions to meet your individual needs. Visit us today to start planning for a brighter financial future.

Anatoliy Lutsik - Thrivent is a finance institution located at 11921 Freedom Drive, Reston, Virginia, United States. The institution is licensed in multiple states including AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV. The Market Director for the Washington D.C and Baltimore area is dedicated to making a positive impact on the local community by recruiting and developing financial professionals and engaging with the surrounding communities. Thrivent offers financial planning services and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Merrill Lynch Financial Advisor Michael M. Moore is a finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. Michael M. Moore, CFP® has been a financial advisor with Merrill Lynch Wealth Management since 2000, holding the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Specializing in developing and implementing financial strategies tailored to individual goals, Michael works with clients on investment portfolio development, education funding, retirement income strategies, and insurance. He collaborates with clients' other advisors to address tax, trust, charitable, and estate issues. With a focus on long-term objectives, Michael continuously reviews and adjusts strategies to align with clients' evolving needs. Committed to building strong client relationships based on trust and personalized service, Michael and his team at Merrill Lynch Wealth Management offer the Merrill Personal Wealth Analysis™ to create customized plans centered on clients' goals. By listening to clients' aspirations and priorities, Michael helps them navigate financial decisions, manage risks, and pursue meaningful goals. With access to the resources of Merrill and Bank of America, Michael's approach is designed to address clients' financial needs and help them achieve long-term success. The institution serves clients in California, District of Columbia, Florida, Illinois, Massachusetts, Maryland, North Carolina, Nevada, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.

Merrill Lynch Financial Advisor Darric N Boyd, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to providing comprehensive wealth management services to individuals, families, and organizations. Recognized for our expertise and commitment to our clients, we have been named to Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Our team at Boyd Britton and Pope Wealth Management brings over 100 years of combined experience in the industry, offering personalized retirement and investment planning, risk management, and estate planning services. We prioritize understanding our clients' goals and values to create tailored strategies that align with their unique needs and aspirations. With a focus on long-term relationships and a holistic approach to financial planning, we strive to help our clients achieve financial freedom and leave a lasting legacy for future generations. Contact us today to learn more about how we can support you on your financial journey.

Susanne Nolan - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Susanne Nolan provides expert financial guidance and investment strategies to help clients reach their financial goals. With a focus on personalized service and tailored solutions, clients can feel confident in their financial decisions. Whether you are planning for retirement, managing wealth, or looking to grow your investment portfolio, Susanne Nolan is dedicated to providing top-notch financial advice and support.

Wells Fargo Advisors is a financial institution located at 5301 Wisconsin Avenue Northwest in Washington, District of Columbia, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and support to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors can help you navigate the complexities of the financial world and create a customized financial plan that meets your needs.

Merrill Lynch Financial Advisor Dallas Disbro, located at 1152 15th Street Northwest in Washington, District of Columbia, offers personalized financial advice and guidance to individuals, families, and business owners. Dallas J. Disbro, CRPC™, has over a decade of experience in retirement planning, education funding, liquidity events, and wealth transfer strategies. His client-centric approach is built on trust, transparency, and collaboration, tailored to each client's unique needs and goals. Dallas is dedicated to exceptional service and fosters trust in client-advisor relationships, providing unbiased recommendations and guidance. As a Portfolio Advisor, Dallas can recommend investment strategies and work with clients' CPAs and attorneys to navigate complex financial decisions. With access to Bank of America's lending and banking services, Dallas helps clients achieve financial prosperity and control over their future. Through personalized financial plans and ongoing communication, Dallas aims to help clients achieve their goals and secure their financial future.

Merrill Lynch Financial Advisor Christopher Cunniff is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Christopher Cunniff can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on community involvement, Christopher Cunniff volunteers with local organizations. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals. Through ongoing communication and adjustments, Christopher Cunniff will work with you to pursue your financial objectives. With a focus on understanding your unique needs and priorities, Christopher Cunniff will help you create a financial approach that aligns with your goals. Get personalized investment strategies and comprehensive financial solutions from a dedicated Merrill advisor. Stay on track with the latest investment insights and strategies to help you achieve your financial goals. Christopher Cunniff is registered to do business in multiple states and is committed to providing personalized financial guidance to help you navigate the complexities of investing. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services to meet your financial needs.

Merrill Lynch Financial Advisor Jeffrey William Mullaney is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. With a focus on managing your wealth and understanding your financial goals, Jeffrey Mullaney can help create a personalized strategy tailored to your needs. As a part of Merrill Lynch Wealth Management, the institution offers access to investment insights and banking solutions from Bank of America. Jeffrey Mullaney believes in building strong client relationships based on trust and personalized service, with a team of experienced professionals dedicated to helping you pursue your financial goals. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Jeffrey Mullaney aims to create a financial approach that aligns with your priorities and aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, Jeffrey Mullaney can assist you in developing a plan to manage, grow, and preserve your wealth. With a focus on understanding your unique needs and goals, Jeffrey Mullaney works to provide you with the guidance and support needed to achieve financial success.

Merrill Lynch Financial Advisor Robert V Hetherington, 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 so they can pursue personal happiness and fulfillment. With a focus on creating deep and meaningful relationships, the institution provides unbiased advice for long-term benefit. The experienced team at Merrill Lynch Financial Advisor Robert V Hetherington assists clients in making key financial decisions, distinguishing between needs and wants, and developing investment strategies to support their lifestyle and preserve their wealth. By working closely with clients to determine income needs, trade-offs, and portfolio size, the institution ensures that investments are aligned with goals, time horizon, liquidity needs, and risk tolerance.

Merrill Lynch Financial Advisor Robert Post is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. As your Merrill advisor, Robert Post focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 11 years of experience in the industry, Bob strives to be the single best source for financial advice, tailoring his approach to accommodate each unique situation. Whether you are focused on growing, preserving, or transferring wealth, Bob and his team are committed to helping you address your financial goals at every stage of your life. Through personalized recommendations and a deep understanding of your goals and priorities, Bob works with you to develop and implement financial strategies that can help turn your goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, Bob can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Let Bob Post and his team at Merrill Lynch Wealth Management help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Zach Garlitos, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to helping clients achieve their financial goals. Through personalized conversations, they prioritize your goals and provide advice tailored to your unique needs. By utilizing the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your values and aspirations. Their team of experienced professionals, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a comprehensive approach to address your financial needs. Whether you're planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Zach Garlitos is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Ryan P Kelly, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to helping individuals lead a life free from financial stress so they can pursue their personal happiness and fulfillment. By building deep, meaningful relationships and providing unbiased advice, the institution aims to assist clients in making key financial decisions, distinguishing between needs and wants, and creating investment strategies to support their lifestyle and preserve their wealth. The institution works closely with clients to determine their income needs, lifestyle sustainability, and risk tolerance, in order to establish a customized portfolio aligned with their goals, time horizon, liquidity needs, and risk tolerance. By utilizing the capabilities of Merrill, the institution addresses the various components of clients' complex financial lives and provides open communication about investments, fees, and strategies.

Merrill Lynch Financial Advisor William S Jeffery is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on understanding your full financial picture, William S Jeffery can help create a flexible strategy tailored to your specific goals and needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can assist you in managing your wealth and pursuing your financial goals through personalized wealth management strategies. William S Jeffery is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As your financial advisor, William S Jeffery prioritizes what matters most to you and your family, adapting your financial approach as your life and goals evolve. By utilizing the Investment Personality Assessment, he can gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve your goals. With a focus on building a long-term relationship, William S Jeffery aims to help you manage, grow, and preserve your wealth while addressing your financial needs. Certified as a Financial Planner, William Jeffery is registered to do business in multiple states and offers personalized investment strategies tailored to your unique situation. With a commitment to putting you first, William S Jeffery is dedicated to helping you reach your financial goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Robert Howe is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Robert Howe began his professional journey as a Vice President at the Money Management Institute before joining Merrill Lynch Wealth Management in 2016. At Merrill, Robert focuses on providing clients with tailored investment plans, specializing in corporate retirement plans and individual wealth management. He works closely with business owners, plan sponsors, and participants to ensure a secure retirement future, offering services such as enhancing existing 401k plans, delivering employee education sessions, managing fiduciary duties, and establishing executive compensation and Non-Qualified retirement programs. In addition to his financial expertise, Robert enjoys traveling, sporting clays, and coaching CrossFit in the local community. He is an active contributor to the local and national Phillips Andover Alumni Association. Robert offers personalized wealth management, retirement planning strategies, and small business solutions. His mission is to help clients secure their financial futures by understanding their goals and priorities, and creating a customized financial approach. Robert is registered to do business in multiple states and believes in the power of personalized investment strategies combined with comprehensive financial solutions from Merrill and Bank of America. Contact Robert Howe for expert financial advice and personalized service to help you achieve your financial goals.

Merrill Lynch Financial Advisor Justin P. Gaither, located at 1152 15th Street Northwest in Washington, District of Columbia, offers insights, observations, and ideas to help clients achieve their financial goals. The institution provides personalized plans through Merrill Personal Wealth Analysis®, focusing on individual goals and aspirations. Gaither and his team have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The Group AG, led by Gaither, is dedicated to building strong client relationships based on trust and personalized service. With decades of experience in the financial services industry, the team is committed to fulfilling clients' needs and expectations through frequent communication, honesty, and transparency. The talented client associates strive to provide world-class service in a prompt and professional manner, aiming to eliminate stress from clients' daily routines.

IFC Asset Management Company is a leading finance institution located at 2121 Pennsylvania Avenue Northwest in Washington, District of Columbia, United States. As a subsidiary of the International Finance Corporation (IFC), it specializes in managing investment funds in emerging markets across the globe. With a strong track record of delivering attractive returns for investors while promoting sustainable development, IFC Asset Management Company is dedicated to creating positive impact through responsible investing.

Merrill Lynch Financial Advisor Pamela S.B. Wise is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Our mission is to understand you and what matters most to you, in order to help you pursue your financial goals while managing investment risk. We focus on personalized plans tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. Our approach is grounded in understanding you as an individual, prioritizing your goals and building a plan that reflects your personal investment style. Through the Investment Personality Assessment, we can customize your financial approach to help you achieve what matters most to you. Our team is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, we can document a personalized plan centered on your goals. We are committed to helping you stay on track to achieve what's most important to you, adjusting your financial approach as needed. Let's work together to help you reach your goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Danielle G Thibault is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With over 25 years of experience in Financial and Wealth Management, Danielle G Thibault, CFP® is dedicated to simplifying the complicated world of wealth management for her clients. As a Financial Advisor at Merrill Lynch Wealth Management Office, she provides personalized financial planning and investment management services tailored to each client's specific goals and objectives. Supported by the global resources of Merrill and Bank of America, Danielle builds strong client relationships based on trust and personalized service. She believes in treating clients with respect, doing the right thing, staying relevant and current, and communicating effectively to keep clients informed about their financial goals. By focusing on what matters most to each client - family, goals, and priorities - Danielle helps clients achieve their financial aspirations through a customized investment approach. With access to the investment insights of Merrill and banking solutions from Bank of America, Danielle works closely with clients to develop strategies that address their financial needs and adapt to changes in their lives and the market. Whether planning for retirement, saving for a home, or passing wealth to future generations, Danielle is committed to helping clients pursue what matters most to them. By placing the investor at the center of the planning process, Danielle guides clients through difficult financial transitions and decisions, ensuring they stay on track to achieve their goals. With a focus on personalized service and ongoing communication, Merrill Lynch Financial Advisor Danielle G Thibault is dedicated to helping clients navigate the complexities of their financial lives and build a secure financial future.

Andrew D Paulson - Ameriprise Financial Services, Inc. is a finance and insurance agency located at 1906 Sunderland Place Northwest, Washington, District of Columbia, United States. Our mission is to empower people to make informed financial decisions. We offer personalized advice to help you achieve your financial goals. Our services include investment products and advisory services to help you secure your financial future. We offer complimentary initial consultations to provide an overview of financial planning concepts. Please note that investment products involve risks and may result in loss of principal. Andrew Paulson is a registered advisor and can conduct securities business in certain states. Contact us to schedule a meeting and discuss your financial needs. We appreciate referrals and look forward to helping your friends and family members with their financial goals.

Merrill Lynch Financial Advisor Jonathan L Sade, located at 1152 15th Street Northwest in Washington, District of Columbia, United States, is a finance institution that specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. Jonathan L Sade, a Portfolio Manager with certifications including Certified Investment Management Analyst and Certified Plan Fiduciary Advisor, is dedicated to delivering excellent service and has been recognized as one of Forbes "Best-in-State Wealth Advisors" for multiple years. The institution offers personalized financial strategies tailored to each client's goals, with a focus on building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized financial plan centered on their goals and aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can work with Jonathan Sade to develop an approach designed to address their financial needs. The institution believes in helping clients achieve their goals by understanding their priorities and providing guidance based on their individual circumstances. By staying informed about changes in clients' lives and revisiting their financial approach, Merrill Lynch Financial Advisor Jonathan L Sade aims to help clients stay on track towards their financial goals. As a registered Senior Wealth Management Client Associate, Jonathan Sade is committed to putting clients first and providing personalized investment strategies to help them pursue their goals.

Merrill Lynch Financial Advisor Drew Weinberger, located at 1152 15th Street Northwest, Washington, D.C., is dedicated to helping individuals lead a life free of financial stress so they can pursue their personal happiness and fulfillment. They create deep and meaningful relationships with clients and provide unbiased advice for long-term benefit. Their team assists clients in making key financial decisions, distinguishing between needs and wants, and creating investment strategies to help clients enjoy their lifestyle and preserve their wealth. They work closely with clients to determine the income needed to sustain their current lifestyle and establish portfolios aligned with their goals, time horizon, liquidity needs, and risk tolerance.

Morgan Stanley Smith Barney is a prestigious financial institution located at 750 9th Street Northwest in Washington, District of Columbia, United States. As a leading player in the finance industry, Morgan Stanley Smith Barney offers a wide range of services including wealth management, investment banking, and asset management. With a strong reputation for excellence and expertise, clients can trust Morgan Stanley Smith Barney to provide top-notch financial advice and solutions tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Morgan Stanley Smith Barney is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Philip J. Doyle is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. They offer personalized financial strategies to help clients pursue their long-term goals. Their team of specialists are dedicated to guiding investment programs and strategic decision making for institutions. Whether it's equity plan requirements or wealth and retirement planning, they provide personalized service to meet the specific needs of each client. As a Bank of America Equity Plan Consultant, they can support equity plan administration needs and help position companies as employers of choice. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Philip J. Doyle is committed to helping make financial lives better.

JTM Williams Capital Management is a prestigious finance institution located in Alexandria, Virginia. Situated at 500 North Washington Street, this firm offers expert financial management services to clients in the area. With a team of experienced professionals, JTM Williams Capital Management provides personalized investment strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is dedicated to providing top-notch financial solutions.

Merrill Lynch Financial Advisor Jeffrey David Gregorio, located at 1152 15th Street Northwest in Washington, D.C., offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Jeffrey follows the deep-seated Merrill tradition of serving the communities we work in. By utilizing the Merrill Personal Wealth Analysis™ tool, Jeffrey can create a personalized plan centered around your goals and aspirations. Supported by the global resources of Merrill, Jeffrey's team is dedicated to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Jeffrey will work with you to develop a financial approach designed to address your specific needs.

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.

Bank 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.

Hendler Stern - UBS Financial Services Inc. is a prestigious finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing expert financial advice and services, Hendler Stern - UBS Financial Services Inc. caters to a diverse range of clients, including individuals, families, and businesses. Their team of experienced professionals offers personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Hendler Stern - UBS Financial Services Inc. is committed to delivering exceptional results.

Finnerty Partners - 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 focus on providing top-notch financial services, Finnerty Partners is known for its expertise in wealth management, investment banking, and financial planning. Clients can expect personalized solutions tailored to their specific financial goals and needs. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Finnerty Partners - UBS Financial Services Inc. is dedicated to helping you achieve financial success.