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With Merrill, the bull always has your back

With Merrill, the bull always has your back

At Merrill, we believe the future is bullish, even in the most unpredictable of markets, because we’ve been here before.
To help you navigate the uncertainty and charge forward toward your goals, we invite you to check out our latest investment insights.

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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

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 11, 2021. Rankings based on data as of June 30, 2020.

Data provided by SHOOK™ Research, LLC. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

How do you find the right financial advisor in Northern Virginia?

When Forbes published its 2021”Best-in-State Wealth Advisors” list (published on September 21, 2021. Rankings based on data as of March 31, 2021) we were delighted to learn that 18 of the top 71 designees (nearly 25%!) were Merrill® financial advisors from the Northern Virginia market. This achievement supports our belief that Merrill Lynch Wealth Management provides advisors who are well-equipped to help identify and address clients’ and prospects’ unique—current and future—financial needs.

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

RLH Group

Wealth Management Group

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

Vice President

Senior Financial Advisor

Darren Banh,

CFP,

CRPC

Vice President

Wealth Management Advisor

Paul Chrisman

Senior Vice President

Senior Financial Advisor

Karl Loehle,

CFP

Vice President

Wealth Management Advisor

Michael Ottomanelli,

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

Vice President

Resident Director - Wealth Management Advisor

Michael J Johns,

CFA,

CRPC

Senior 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

Gregory B. Johns

Senior Vice President

Senior Financial Advisor

Lance S Harting

Senior Financial Advisor

Christopher P. MacNamara,

CPWA,

CIMA

Managing Director

Wealth Management Advisor

Rick Starr,

CRPC

Financial Advisor

Peter H. Nguyen

Assistant Vice President

Financial Advisor

Thomas A. DePont,

CPFA,

CFA

Senior Vice President

Wealth Management Advisor

Joe Buchy,

CFP

Financial Advisor

Elizabeth Hopta Burnette,

CFP

Wealth Management Advisor

Eugene M McGuire,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Michael P Reyes,

CRPC

Assistant Vice President

Senior Financial Advisor

Mike Harber,

CFA

Vice President

Wealth Management Advisor

Blake Scherr,

CRPC

Financial Advisor

Erkan Hajric,

CRPC

Financial Advisor

Steven R Light,

CFP,

CRPC

Assistant Vice President

Financial Advisor

Alaa Khashan

Assistant Vice President

Financial Advisor

Roger Mason Wallach

Senior Vice President

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

Faces of Fraud: How to stay safe from the latest threats

Mar 24th, 2022 | 5:30PM- EST

Please join your Merrill Advisor for a thought-provoking presentation by Jeff Lanza, former FBI Agent, about fraud prevention.

This dynamic presentation focuses on how criminals try to trick us, steal our identities and commit fraud. Jeff provides easy-to-Implement soulutions to current real-world risks, for both you and your loved ones.

The information is timely, pertinent and entertaining, as Jeff uses humor to share information that can be frightening at times.


Hosted By:

Peter Ambrose
Market Excutive, Merrill Lynch

Scot Grouten
Vice President
Capital Group | American Funds

Presented by:

Jeff Lanza
Former FBI Agent Fraud Prevention Expert

Please join your Merrill Advisor for a thought-provoking presentation by Jeff Lanza, former FBI Agent, about fraud prevention.

This dynamic presentation focuses on how criminals try to trick us, steal our identities and commit fraud. Jeff provides easy-to-Implement soulutions to current real-world risks, for both you and your loved ones.

The information is timely, pertinent and entertaining, as Jeff uses humor to share information that can be frightening at times.


Hosted By:

Peter Ambrose
Market Excutive, Merrill Lynch

Scot Grouten
Vice President
Capital Group | American Funds

Presented by:

Jeff Lanza
Former FBI Agent Fraud Prevention Expert

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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