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TYSONS CORNER, VA

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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Branch Office Profile

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

POH

Private Wealth Advisors

Robert Post,

CFP,

CLU,

ChFC

Vice President

Wealth Management Advisor

James H. Flannery,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

David B. Kidd,

CPFA,

CRPC

Senior Financial Advisor

Jeffrey B. Krashin,

CPFA,

CRPC

Assistant Vice President

Senior Financial Advisor

Darren Banh,

CFP,

CRPC

Assistant Vice President

Wealth Management Advisor

Paul C Chrisman

First Vice President

Senior Financial Advisor

Michael Ottomanelli,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Michael M. Moore,

CFP

Vice President

Wealth Management Advisor

Ban Tran,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Ahmed Malik,

CFP

Assistant Vice President

Wealth Management Advisor

Michael J Johns,

CFA,

CRPC

First Vice President

Wealth Management Advisor

Michael W Rosa,

CPFA,

CIMA

Senior Vice President

Wealth Management Advisor

Christine M Donovan

First Vice President

Senior Financial Advisor

Eric F Schumer

Senior Vice President

Senior Financial Advisor

Gregory B. Johns

Senior Vice President

Senior Financial Advisor

Christopher P. MacNamara,

CPWA,

CIMA

Managing Director

Wealth Management Advisor

Thomas A. DePont,

CPFA,

CFA

Senior Vice President

Wealth Management Advisor

Eugene M McGuire,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Jay H. Hwang,

CPFA,

CRPS,

CFP

Financial Advisor

Mike Harber,

CFA

Vice President

Wealth Management Advisor

John L. Bocek,

CRPC

Senior Vice President

Senior Financial Advisor

Jack Wolf,

CRPC

Financial Advisor

Blake Scherr,

CRPC

Financial Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Events

Attend one of our upcoming events

NOVA Market Webinar - Topic: The Case for Elevation

July 28th, 2020 | 4:00PM-5:00PM EST

Please Join us for a discussion around: The Case for Elevation- Four catalysts for higher capital expenditure and R&D: Profound need, Public opinion, Professional investors & Policy incentives. Corporate levels of investment will probably fall in 2020 because of the pandemic, BOFA research group expects several forces will push companies to make greater capital investments in coming quarters.

Bryant Shurn ( NOVA Market – Associate Market Executive) will lead the discussion.

Our guest speaker will be: Jared Woodard – Director of Global Investment Strategy & Head of the Research Investment Committee at Bank Of America.

Please Join us for a discussion around: The Case for Elevation- Four catalysts for higher capital expenditure and R&D: Profound need, Public opinion, Professional investors & Policy incentives. Corporate levels of investment will probably fall in 2020 because of the pandemic, BOFA research group expects several forces will push companies to make greater capital investments in coming quarters.

Bryant Shurn ( NOVA Market – Associate Market Executive) will lead the discussion.

Our guest speaker will be: Jared Woodard – Director of Global Investment Strategy & Head of the Research Investment Committee at Bank Of America.

RSVP OnlineCall to reserve

NOVA Market Webinar - Navigating Uncertain Waters: Preparing for a Post-Pandemic World

Aug 11th, 2020 | 3:00PM-4:00PM EST

 

Please join us for a discussion around: Navigating Uncertain Waters:  Preparing for a Post-Pandemic world.
We are now in the early stages of a downturn that will be more profound, in terms of economic and social magnitude, than the global financial crisis (GFC).

Bryant Shurn (NOVA Market - Associate Market Executive) will lead the discussion. Our guest speakers include:
Richard Herbert – CFA, Institutional Portfolio Manager Templeton Global Macro, Franklin Templeton Investments.

 

Please join us for a discussion around: Navigating Uncertain Waters:  Preparing for a Post-Pandemic world.
We are now in the early stages of a downturn that will be more profound, in terms of economic and social magnitude, than the global financial crisis (GFC).

Bryant Shurn (NOVA Market - Associate Market Executive) will lead the discussion. Our guest speakers include:
Richard Herbert – CFA, Institutional Portfolio Manager Templeton Global Macro, Franklin Templeton Investments.

RSVP OnlineCall to reserve

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management