Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
WASHINGTON, DC-WK
Merrill Lynch Wealth Management Branch Office1152 15th Street Nw
Suite 6000
Washington, DC 20005- Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PMSee More Hours
- Learn more about an advisor's background onFINRA's BrokerCheck
Welcome to the WASHINGTON, DC-WK branch. Our collaborative network allows us to draw on each other’s diverse experiences so we can offer you insights, perspectives, skills and wealth management approaches that have been designed to help you and your family lead the lives you want.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
About Us
Our branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, goals for retirement lifestyles, financial education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges.
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.
Kaufman Kast & Wasfy
Wealth Management Group
The Abbenante Group
Wealth Management Group
The Clark Group
Merrill Lynch Wealth Management
Pamela Wise and Mike Teague
Wealth Management
The Shepard Ellison Group
Wealth Management
The Milby Group
Wealth Management Group
The Shepard/Straub Group
Wealth Management Group
Bono & Kline Group
Private Wealth Advisors
The Scott-Pritsios Group
Private Wealth Advisors
The Moon Group
Private Wealth Advisors
The Cunniff Group
Wealth Management
The Frederick Group
Wealth Management
The Grace Team
Wealth Management
The KMG Group
Wealth Management Group
Coliton Mattingly Group
Wealth Management
The Rietano Group- Corporate Advisory Services
Private Wealth Advisors
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Daniel Clemmer
Financial Advisor
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Ronald Everett
Financial Advisor
Natalia Wesson
Financial Advisor
Mary Robinson Carter
Financial Advisor
Shane Cooke
Financial Advisor
Nury S Hyre
Financial Advisor
Mohanad (Moe) Elhag
Financial Advisor
Tonia Lee
Financial Advisor
Douglas Randolph
Financial Advisor
Evan Pietras
Financial Advisor
Everett McWright
Financial Advisor
Ryan Wiebe
Financial Advisor
Colin Mattingly
Senior Financial Advisor
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AJ Hughes
Financial Advisor
Office Team
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.
Articles
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.
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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.
Hours of Operation
Hours
Contact
Map
Contact
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