Merrill lynch comprehensive financial planning in Washington, Virginia
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Merrill Lynch Financial Advisor Ronald C. Senegal
● ClosedMerrill Lynch Financial Advisor Ronald C. Senegal is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Supported by the global resources of Merrill, the group is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution focuses on understanding the client's family, goals, and priorities to develop a personalized financial plan. They offer a range of services including wealth management, investment strategies, retirement planning, and access to banking solutions from Bank of America. The team at Merrill Lynch Wealth Management Advisors works closely with clients to help them achieve their financial goals and adapt to changes in the market and in their lives. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Ronald C. Senegal is committed to helping clients navigate the complexities of their financial lives and achieve their goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor John Hasenberg
● ClosedMerrill Lynch Financial Advisor John Hasenberg is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. With a focus on experience and integrity, the team aims to help clients visualize the potential lifestyle impact of their financial choices and understand the risks involved. They offer personalized wealth management strategies tailored to each individual's goals, risk tolerance, and priorities. Services include retirement income planning, wealth transfer solutions, trust and estate planning, and philanthropic solutions. The team has been recognized for exemplary client service by Forbes, setting the standard for wealth management. Committed to building strong client relationships based on trust and personalized service, they offer a personalized financial approach centered on individual goals and priorities. By staying in touch with clients and adapting to changes in their lives and the financial markets, the team helps clients stay on track to achieve their goals. With a focus on putting clients first and providing personalized investment strategies, Merrill Lynch Financial Advisor John Hasenberg offers comprehensive financial solutions to help clients live their best financial life.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Justin H Wasfy
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor J Eric Rice
● ClosedLocated 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.
1152 15th St NW 6th Floor, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Sean R Sweeney
● ClosedMerrill Lynch Financial Advisor Sean R Sweeney is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. The team at Merrill Lynch is committed to providing exemplary client service, with advisors who have received recognition from various financial industry publications. The team is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the focus is on what matters most to clients - family, goals, and priorities. The team helps clients determine their investment style and identify 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. The team believes in a one-on-one relationship with clients, getting to know them personally and helping them achieve their financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor AJ Hughes
● ClosedMerrill Lynch Financial Advisor AJ Hughes is a renowned finance institution located at 1152 15th Street Northwest in Washington, District of Columbia. With a strong reputation for providing expert financial advice and personalized solutions, Merrill Lynch offers comprehensive wealth management services to help clients achieve their financial goals. AJ Hughes, a highly experienced and knowledgeable financial advisor, is dedicated to helping individuals and businesses navigate the complexities of the financial world and make informed decisions. Whether you are looking to invest, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor AJ Hughes is committed to providing top-notch financial guidance and support.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor David Anthony Powell
● ClosedMerrill Lynch Financial Advisor David Anthony Powell, located at 1152 15th Street Northwest, Washington, DC, is a finance institution with over 25 years of industry experience. David brings a wealth of personal knowledge and shared client experiences to provide understandable and executable financial solutions. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Supported by global resources, David's team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on simplifying wealth management, making the intimidating task of planning for the future an exciting journey for clients. With access to investment insights and banking convenience, the team works with clients to develop strategies tailored to their financial needs. Through conversations and the Investment Personality Assessment, the institution gets to know clients better to customize financial approaches. With tools to track life changes, the institution helps clients stay on track to achieve their goals. David believes in making investment-related decisions that align with clients' meaningful goals, whether it's planning for retirement, saving for a home, or funding education. The institution puts clients first, offering personalized investment strategies and comprehensive financial solutions. David Powell is registered to do business in multiple states and holds certifications in financial planning. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of services, including brokerage and investment advisory, tailored to clients' needs and objectives.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Terrence L Frederick
● ClosedMerrill Lynch Financial Advisor Terrence L Frederick is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Frederick Group follows a disciplined process to deliver a consistent yet customized wealth management experience, tailored to address your risk tolerance, time horizon, liquidity needs, and overall investment goals. They take the time to understand who you are and what matters most to you, both personally and professionally, in order to help you establish objectives, develop strategies, and make recommendations that encompass all aspects of your financial life. With access to the investment insights of Merrill and banking solutions from Bank of America, the Frederick Group can help you manage, grow, and preserve your wealth today while also considering the impact for years to come. They believe in starting with a conversation to identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can customize a financial plan centered on your goals and focused on what you want to achieve.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor James F O'Sullivan
● ClosedMerrill Lynch Financial Advisor James F O'Sullivan is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. James focuses on delivering a comprehensive approach to managing personal wealth by proactively listening to client needs and intentions. He works closely with clients to ensure their investment strategy is aligned with their desired outcomes. In addition to his financial advisory services, James is an active member of the Federalist Society, the Alexander Hamilton Society, and supports the Center for New American Security. He offers Merrill Personal Wealth Analysis™ to build personalized plans centered around clients' goals and aspirations.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor George W. Seals, Jr.
● ClosedMerrill Lynch Financial Advisor George W. Seals, Jr. is a renowned finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a wealth of experience and expertise in financial planning and investment strategies, George W. Seals, Jr. provides personalized services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Merrill Lynch Financial Advisor George W. Seals, Jr. is dedicated to providing top-notch guidance and support.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor William J. Moran Jr.
● ClosedMerrill Lynch Financial Advisor William J. Moran Jr. is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Supported by the global resources of Merrill, Mr. Moran and his team are dedicated to building strong client relationships based on trust and personalized service. With over 30 years of experience in the financial industry, Mr. Moran focuses on providing exceptional service to clients by developing personalized wealth-planning strategies tailored to their individual needs. Mr. Moran is also the Director of Merrill's nationwide LGBT Financial Services Team, which caters to the specialized needs of the diverse LGBT community. He has received numerous awards and accolades for his leadership in diversity and inclusion, including the Merrill Leadership & Inclusion Diversity Award and the Business Leadership Award from the Capital Area Gay & Lesbian Chamber of Commerce.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Elizabeth M Shepard
● ClosedMerrill Lynch Financial Advisor Elizabeth M Shepard is a renowned institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution focuses on understanding the life priorities of their clients to create personalized plans tailored to their individual needs, goals, and aspirations. The Shepard/Straub Group has been serving clients since 1980, offering wealth management services to accomplished entrepreneurs and professionals. With a team that values integrity, loyalty, respect, commitment, and teamwork, they aim to simplify the complex financial lives of their clients. The institution takes a long-term approach to investing, utilizing a systematic investment process that emphasizes quality investments, risk management, and diversification through asset allocation. They believe in providing outstanding client service and strive to be the first point of contact for all wealth management needs. Merrill Lynch Financial Advisor Elizabeth M Shepard offers a range of resources and tools to help clients track changes in their financial approach and stay on track to achieve their goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Gabriella Barbuto
● ClosedMerrill Lynch Financial Advisor Gabriella Barbuto is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Managing your wealth begins with a comprehensive understanding of your financial picture, and Gabriella can help create a flexible strategy tailored to your specific goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial objectives. The institution focuses on family, goals, and priorities, adapting to any changes over time. Through a personalized approach and ongoing conversations, the team aims to provide advice and guidance to help you achieve your financial goals. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of your investing preferences and customize a financial plan to align with your priorities. With regular check-ins and adjustments, the team is committed to helping you stay on track and adapt to changes in the market and in your life. Let Merrill Lynch Financial Advisor Gabriella Barbuto assist you in reaching your financial goals through a personalized and comprehensive investment approach.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Engida Sewnet
● ClosedMerrill Lynch Financial Advisor Engida Sewnet, located at 1152 15th Street Northwest, Washington, D.C., is a dedicated Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management. Engida works closely with individuals and families to understand their financial goals and provides personalized financial planning services. With a background in private banking and investment advisory, Engida brings a wealth of experience and expertise to help clients achieve their financial objectives. Engida's approach is centered on attentive listening, responsive action, and personalized service. He collaborates with a team of specialists to tailor financial strategies that align with each client's unique circumstances and priorities. Engida holds Series 7, 65, and 63 FINRA registrations and is committed to helping clients make informed investment decisions to reach their financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Elijah D Smith
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor William Wilson
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Freddie Moultrie
● ClosedMerrill Lynch Financial Advisor Freddie Moultrie is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to your changing needs over time. By starting with a conversation to identify and prioritize your goals, the team can provide advice and guidance tailored to your unique situation. Through an Investment Personality Assessment and personalized financial planning, the team at Merrill Lynch works to help you pursue your most important financial goals. With access to investment insights and banking solutions, they aim to develop an approach that addresses your financial needs and helps you manage, grow, and preserve your wealth. The team at Merrill Lynch is committed to understanding you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals and manage investment risk. Through regular check-ins and adjustments to your financial approach, they strive to help you stay on track and achieve what's most important to you. With a focus on personalized investment strategies and comprehensive financial solutions, working with a Merrill Lynch Wealth Management Advisor can help you navigate the complexities of your financial life and pursue your goals. Contact Merrill Lynch Financial Advisor Freddie Moultrie to learn more about the dedicated one-on-one relationship they offer and how they can help you achieve your financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Angela Gwynne Ellison
● ClosedMerrill Lynch Financial Advisor Angela Gwynne Ellison, located at 1152 15th Street Northwest in Washington, D.C., is a premier finance institution dedicated to building strong relationships with clients based on trust and collaboration. Their team of talented and experienced financial advisors takes the time to understand each client's unique goals and priorities, creating individualized investment plans that reflect their needs. With access to investment insights from Merrill, trust services from Bank of America Private Bank, and lending solutions from Bank of America, clients can benefit from a comprehensive financial approach tailored to their personal circumstances. The institution's personalized financial strategies, transparent approach to risks and opportunities, and ongoing support help clients navigate the complexities of investing and plan for their financial future with confidence. Recognized for their exemplary client service, the team at Merrill Lynch strives to help clients achieve their financial goals and enjoy a fulfilling journey towards financial success.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Mike Harber
● ClosedMerrill Lynch Financial Advisor Mike Harber is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. Mike Harber has been serving as a Merrill Financial Advisor in the Washington D.C area since 2014, offering customized strategies to help clients meet their short and long-term goals while managing volatility. His investment management strategy includes reviewing assets, liabilities, insurance, and cash flows to help clients navigate financial challenges. With a team of experienced associates, services include retirement planning, wealth preservation, insurance strategies, retirement plans, business transition planning, and business banking. Prior to joining Merrill, Mike Harber served over 20 years in the Navy as an FA-18 pilot. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The focus is on family, goals, and priorities, adapting to changes over time. The approach to financial planning places the client at the center, offering advice and guidance tailored to individual needs. The goal is to help clients pursue their most important goals and make informed decisions. The Investment Personality Assessment is used to customize financial approaches based on individual preferences and goals. Regular meetings are held to review progress and make adjustments as needed.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Brian Wagner
● ClosedMerrill Lynch Financial Advisor Brian Wagner is a dedicated finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Brian Wagner, a member of MKBH and Associates, offers a comprehensive approach to managing wealth by getting to know his clients, their families, financial situations, and priorities. With a passion for delivering excellent service, Brian provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address various aspects of his clients' financial lives. Brian believes in building strong relationships with his clients to help them make important financial decisions. He offers personalized financial plans through Merrill Personal Wealth Analysis™ and helps clients adjust their plans as needed based on changing needs and market conditions. With a focus on the client's goals and priorities, Brian works to develop an approach that helps manage, grow, and preserve wealth for the long term. As a Merrill advisor, Brian offers guidance based on the client's aspirations and encourages them to ask questions about what matters most to them. Through the Investment Personality Assessment, Brian gains a deeper understanding of his clients' investing preferences to customize their financial approach. By regularly reviewing goals and progress, Brian helps clients stay on track to achieve what's most important to them. With a commitment to putting clients first, Brian works to create a financial approach that reflects their personality and priorities. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Brian is dedicated to helping clients reach their goals. With a focus on personalized investment strategies and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Brian Wagner is committed to helping clients live their best financial lives.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Dallas Y. Vipond
● ClosedMerrill Lynch Financial Advisor Dallas Y. Vipond, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to managing your wealth through a personalized approach. By understanding your financial goals and priorities, Dallas Y. Vipond can create a flexible strategy tailored to today's market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, Dallas Y. Vipond can help you pursue your financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Dallas Y. Vipond believes in building strong relationships with clients and participating in the communities they serve. Through the Merrill Personal Wealth Analysis™ tool, Dallas Y. Vipond can create a personalized plan centered on your goals and aspirations. By utilizing the Investment Personality Assessment, Dallas Y. Vipond can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Charles King
● ClosedMerrill Lynch Financial Advisor Charles King is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With over 35 years of experience in the financial services industry, Charles King and his team are dedicated to providing personalized strategies and advice to individuals, families, and businesses. They focus on understanding clients' short and long-term financial objectives to help them pursue their goals. As a graduate of the University of Virginia with a background in architecture, Charles King is passionate about delivering excellent service and building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management offers a comprehensive approach to managing wealth, starting with listening to clients' needs and goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Darric N Boyd
● ClosedMerrill 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.
1152 15th St NW, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Christopher Cunniff
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Zach Garlitos
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Robert Howe
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Jeffrey David Gregorio
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, 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 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
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