Tailored investment strategies in Washington, Virginia

Located at 1152 15th Street Northwest in Washington, D.C., Merrill Lynch Financial Advisor J Eric Rice offers valuable insights, observations, and ideas to assist clients in achieving their financial goals. With a focus on personalized service and trust, the team at Merrill Lynch is dedicated to building strong client relationships and providing exemplary client service. The team, led by J Eric Rice, has received recognition from prestigious financial industry publications such as Barron's and Forbes, showcasing their commitment to excellence in wealth management. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals who are dedicated to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor 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.

Gregory J. Kight - UBS Financial Services Inc. is a reputable financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Gregory J. Kight - UBS Financial Services Inc. offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management, this institution is dedicated to providing top-notch service and expertise to help you secure your financial future.

Qazi, Martin & Associates - UBS Financial Services Inc. is a leading finance institution located at 1501 K Street Northwest in Washington, District of Columbia. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Qazi, Martin & Associates - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kayvon Sarmadi, CEPA - UBS Financial Services Inc. is a prestigious financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in providing comprehensive financial services, the team at Kayvon Sarmadi, CEPA - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, this institution offers personalized solutions tailored to each client's unique needs. Trustworthy and experienced, Kayvon Sarmadi, CEPA - UBS Financial Services Inc. is a top choice for individuals seeking sound financial advice and guidance.

TIAA Financial Services is a trusted institution located at 1300 I Street Northwest in Washington, D.C. They offer a wide range of financial services including banking, investment, and insurance options. With a strong reputation for providing reliable and personalized services, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Visit TIAA Financial Services for expert advice and solutions tailored to your specific needs.

Rob Holmes - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Rob Holmes provides expert financial planning and investment advice to individuals and businesses looking to grow and protect their wealth. With a focus on personalized service and tailored solutions, clients can expect a high level of professionalism and expertise in managing their financial portfolios. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Rob Holmes - RBC Wealth Management Financial Advisor is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Paul Juergensen, located at 1152 15th Street Northwest in Washington, D.C., has over three decades of experience serving a loyal and growing circle of ambitious clients and their families. With a focus on optimizing clients' wealth through a personalized approach, Paul has successfully navigated market volatility and helped clients mitigate investment risk through diversification. His rigorous training and industry credentials, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Manager Analyst® (CIMA®) designation, and Certified Private Wealth Advisor® (CPWA®) designation, allow him to provide high-net-worth individuals with expert guidance. Paul's planning-based approach, tailored to each client's unique goals and concerns, is ongoing and designed to help clients achieve financial success. As a Portfolio Manager, Paul can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Committed to giving back to the community, Paul volunteers with local organizations and supports non-profit causes. With access to the global resources of Merrill, Paul and his team are dedicated to building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and manage investment risk.

Merrill Lynch Financial Advisor William P Milby is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The institution works with individuals nationwide to help them achieve their financial goals through personalized and transparent guidance. In the current climate of uncertainty due to the global pandemic, the team at Merrill Lynch is dedicated to providing decisive financial advice to help clients navigate these challenging times. The team believes in starting every relationship with a conversation to understand the client's goals and priorities. They offer personalized financial planning services to help clients transfer wealth, pursue their passions, and stay informed about their financial future. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer a range of services including wealth planning, investment strategies, and financial solutions tailored to each client's unique needs. The institution emphasizes the importance of staying on track to achieve financial goals, regardless of market conditions. Clients can expect to receive the latest investment insights, tips, and strategies to help them live their best financial life. Merrill Lynch Financial Advisor William P Milby is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world.

Citi Private Wealth Management (PWM) is a prestigious financial institution located in the heart of Washington, D.C. at 600 Pennsylvania Avenue Southeast. As a leading provider of wealth management services, Citi PWM offers personalized financial solutions to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors and investment professionals, Citi PWM is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Citi PWM is committed to providing you with expert guidance and tailored solutions to meet your unique needs.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Brendan J. Guilday, located at 1152 15th Street Northwest in Washington, D.C., offers a personalized and disciplined approach to financial planning. Brendan's focus on consistency and excellence ensures that his high net worth clients receive sophisticated financial solutions tailored to their individual needs. Named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2022 and 2023, Brendan's consultative and objective wealth management approach helps clients build and transfer their wealth, plan for retirement, manage liquidity needs, and more. With certifications as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor, CRPC®, Brendan is committed to helping clients achieve their short- and long-term financial goals. Through the Merrill Personal Wealth Analysis™, Brendan works with clients to develop personalized financial strategies that align with their life priorities and investment personalities. By staying proactive and transparent, Brendan ensures that clients' financial plans evolve with their changing needs and market conditions. Whether planning for retirement, education, or other goals, Brendan's goal is to simplify the complexities of wealth planning and help clients reach their financial aspirations. With a focus on open communication and periodic reviews, Brendan aims to keep clients on track towards achieving what matters most to them.

Merrill Lynch Financial Advisor Colin Mattingly is located at 1152 15th Street Northwest in Washington, District of Columbia, United States. The institution is dedicated to understanding your values and goals to help you achieve financial success. The team offers personalized wealth management strategies tailored to your individual needs and aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, they can create a flexible strategy to navigate changing market conditions. The team focuses on building a deep understanding of your financial picture and goals through one-on-one conversations and personalized plans. They offer the Merrill Personal Wealth Analysis™ to develop a customized plan centered on your goals. The team believes in helping you pursue your goals through thoughtful financial planning and investment strategies. Colin Mattingly is registered to do business in multiple states and is committed to helping you achieve your financial aspirations.

Merrill Lynch Financial Advisor Cynthia E Pierce 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 financial planning and investment management, Cynthia E Pierce provides personalized advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Cynthia E Pierce and her team are dedicated to providing top-notch financial services tailored to your individual needs. Visit Merrill Lynch Financial Advisor Cynthia E Pierce today to start building a secure financial future.

Merrill Lynch Financial Advisor Joshua Richardson is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. They specialize in managing wealth by creating personalized strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, they aim to help clients pursue their financial aspirations. By participating in the community and volunteering with local organizations, they demonstrate a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on the client's goals and priorities. Their approach involves understanding the client's investment personality and preferences to customize a financial strategy that aligns with their values. They believe in ongoing communication and adjustments to the financial approach as life circumstances change. With a focus on personalized service and a deep understanding of each client's unique situation, Merrill Lynch Financial Advisor Joshua Richardson aims to help individuals and families achieve their financial goals.

Merrill Lynch Financial Advisor Joseph T Coliton, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is dedicated to understanding your values and helping you achieve your financial goals. The team takes a personalized approach, focusing on wealth building, preservation, and succession planning for high-net-worth individuals, families, executives, and more. With a background in finance and marketing, Joe offers tailored strategies using a goals-based process to align your financial picture with your priorities. From retirement planning to education funding, the team at Merrill Lynch works with you to develop a plan that fits your needs. Through the Merrill Investment Advisory Program, custom strategies are designed to help you meet your goals with a balance of risk and reward. Regular reviews ensure that your financial approach reflects any changes in your life or the market. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and work towards achieving your goals.

Merrill Lynch Financial Advisor Ronya A Corey is a trusted financial institution located at 1152 15th Street Northwest in Washington, D.C. With a focus on providing personalized financial advice and services, Ronya A Corey offers expert guidance on investments, retirement planning, wealth management, and more. Clients can expect professional and tailored solutions to help them achieve their financial goals. Whether you are a seasoned investor or just starting out, Merrill Lynch Financial Advisor Ronya A Corey is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor John Forster is a reputable financial institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Specializing in finance, the institution provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a dedicated team led by experienced financial advisor John Forster, clients can expect personalized and tailored financial solutions to meet their specific needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John Forster is committed to providing top-notch financial guidance and support.

Tammy Haygood - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, D.C. As a skilled and experienced financial advisor, Tammy Haygood provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment portfolio management, Tammy Haygood offers expert advice and tailored solutions to meet the unique needs of each client. Trusted by individuals, families, and businesses alike, Tammy Haygood - RBC Wealth Management Financial Advisor is committed to providing top-notch financial services in the heart of the nation's capital.

Merrill 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.

Merrill 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.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Elijah D Smith is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Accessible, knowledgeable, and experienced, Elijah is committed to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and offers a disciplined process for managing wealth. Elijah provides tailored strategies based on each client's needs and goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Elijah also participates in community service activities and volunteering.

Merrill Lynch Financial Advisor William Wilson is a leading finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our team of talented and experienced individuals is dedicated to helping individuals, families, and organizations achieve their most critical financial goals and objectives. As Purpose Driven advisors, we believe in using every dollar earned, spent, invested, or gifted to make a positive impact within your family, organization, community, and the world at large. We work closely with our clients to understand their values, guiding principles, and priorities in order to build a customized financial strategy tailored to their unique needs. Our services include personalized investment strategies, financial planning, and access to comprehensive financial solutions from Bank of America. With a focus on True Financial Success and bringing your values to life, we are committed to helping you pursue your goals and stay on track regardless of market fluctuations. Contact us today to learn more about how we can help you achieve your financial aspirations.

Merrill Lynch Financial Advisor Joseph Accurso, located at 1152 15th Street Northwest in Washington, DC, offers personalized financial planning services to help clients pursue their retirement goals and ensure their assets last a lifetime. With a deep understanding of each client's financial picture, Joseph Accurso creates flexible strategies tailored to changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Through the Merrill Personal Wealth Analysis™ process, clients receive a personalized plan focused on their unique goals and priorities. As a Certified Financial Planner, Joseph Accurso helps clients navigate the complexities of wealth management, offering customized investment approaches to address their evolving needs. By staying updated on changes in clients' lives and the financial markets, Joseph Accurso ensures their financial plans remain on track to achieve their goals. With a focus on building long-term relationships, Joseph Accurso puts clients first, providing guidance and support to help them live their best financial life.

LPL Financial is a leading financial institution located at 1717 K Street Northwest in Washington, D.C. They offer a wide range of financial services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their commitment to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit LPL Financial today to start planning for a secure financial future.

Adam J. Brinkley, AAMS, ADPA - UBS Financial Services Inc. is a reputable finance institution located at 1501 K Street Northwest in Washington, District of Columbia. With a team of highly qualified professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, Adam J. Brinkley and his team provide personalized solutions tailored to each client's unique needs. Trustworthy and experienced, they are dedicated to helping their clients build and preserve wealth for the future.

Christina Parra - UBS Financial Services Inc. is a finance institution located at 1501 K Street Northwest in Washington, D.C. They offer a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement planning services, Christina Parra - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.