United bank financial planning in Washington, Virginia

The Bank of America Financial Center at 3401 Connecticut Avenue Northwest in Washington, D.C. is a full-service bank offering a wide range of financial products and services. From checking and savings accounts to loans and investment options, this institution is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, customers can expect top-notch service and convenience. Whether you're looking to open a new account, apply for a mortgage, or plan for retirement, the Bank of America Financial Center is here to assist you every step of the way.

Located at 1611 Wisconsin Avenue Northwest in Washington, DC, TD Bank offers a wide range of financial services including banking, ATM services, and financial planning. Work with a TD Financial Advisor to create a personalized wealth plan tailored to your financial goals. Meet with a mortgage loan officer to explore home buying, building, renovation, or refinancing options. The bank is open on weekends and offers services such as instant debit card issuance, notary services, safe deposit boxes, and more. Visit TD Bank for all your banking needs and start saving or investing today. Choose from a variety of credit card options with rewards that suit your lifestyle. For foreign currency exchange, visit the bank's website for details and limitations. Stop by TD Bank at 1611 Wisconsin Avenue NW and experience our customer-friendly services.

UBS Financial Services Inc. is a leading financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, UBS offers a wide range of services including wealth management, investment banking, asset management, and financial planning. With a strong reputation for excellence and expertise in the industry, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill 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.

Merrill Lynch Financial Advisor Scott Moran, located at 1152 15th Street Northwest in Washington, District of Columbia, United States, is a finance institution dedicated to helping you manage your wealth. With a deep understanding of your financial goals and priorities, Scott Moran can create a flexible strategy tailored to today's market conditions. By providing access to Merrill's investment insights and Bank of America's banking solutions, Scott Moran works to help you pursue your financial goals through personalized wealth management strategies. As a part of the Merrill tradition of community involvement, Scott Moran volunteers with local organizations to give back to the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your specific goals. Supported by the global resources of Merrill, Scott Moran's team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Daniel Clemmer is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. The institution emphasizes the importance of connecting with an advisor based on location and name, while also acknowledging the risks involved in investing. Services offered include brokerage, investment advisory, financial planning, insurance, annuities, trust and fiduciary services, and banking products. Merrill Lynch is committed to providing clients with information on products and services that may be beneficial to them. The institution operates under the global banking and global markets businesses of Bank of America Corporation, with various affiliates offering a wide range of financial services.

Merrill Lynch Financial Advisor Vishal Patel, located at 1152 15th Street Northwest in Washington, D.C., is dedicated to helping you manage your wealth with a personalized approach. By understanding your financial goals and priorities, Vishal Patel can create a flexible strategy tailored to the changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, he can help you pursue your goals through personalized wealth management strategies. Vishal Patel follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By starting with a conversation to identify your priorities, Vishal Patel can provide advice and guidance to help you make informed financial decisions.

Merrill Lynch Financial Advisor Justin H Wasfy 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.

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 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 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 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.

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 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.

Alante Financial is a reputable finance institution located at 3110 Mount Pleasant Street Northwest in Washington, DC. With a strong commitment to providing top-notch financial services, Alante Financial offers a range of banking and investment solutions to meet the needs of individuals and businesses alike. Whether you're looking for assistance with loans, mortgages, or investment planning, the experienced professionals at Alante Financial are dedicated to helping you achieve your financial goals. Visit us today to experience the personalized service and expert advice that sets us apart from other financial institutions.

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.

Merrill 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.

Merrill Lynch Financial Advisor James Giaccia, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is dedicated to helping clients manage their wealth through personalized financial strategies. With a focus on understanding each client's goals and priorities, James Giaccia offers access to investment insights from Merrill and banking solutions from Bank of America. Services include banking and cash management, wealth management, home financing, investment management, insurance, trust and estate planning, and more. With a commitment to community involvement and a deep understanding of each client's financial situation, James Giaccia works to create a customized financial approach that reflects individual needs and priorities. By staying informed on changes in clients' lives and the financial markets, James Giaccia helps clients stay on track to achieve their goals. As a Chartered Retirement Planning Counselor™, James Giaccia is registered to do business in multiple states and offers personalized investment strategies to help clients live their best financial life.

Merrill Lynch Financial Advisor 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.

Merrill 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.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Joe Emerusabe is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Joe focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. He works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. Joe helps them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. He combines personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. Joe grew up in Rockville, Maryland and was a dual-major in International Affairs & Organizational Management at Gettysburg College. He also played on the men's basketball team and served as a captain his junior and senior year. When not working with clients, Joe enjoys spending time with family, playing basketball with friends, and attending DC sporting events. The institution offers personalized financial planning services to help clients pursue their goals and manage investment risk. Joe believes in developing a customized approach to help clients achieve their financial objectives. He works with clients to understand their aspirations and create a plan to manage, grow, and preserve their wealth. The institution offers Investment Personality Assessment to gain a deeper understanding of clients' investing preferences. Joe helps clients stay on track with their financial goals by regularly reviewing and adjusting their financial approach. The institution provides a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors to address clients' financial needs and goals. Joe Emerusabe is registered to do business in multiple states and offers personalized investment strategies tailored to each client's unique needs and financial situation. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services to meet clients' financial needs.

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 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.