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WASHINGTON, DC-WK

Merrill Lynch Wealth Management Branch Office

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 strategies that have been designed to help you and your family lead the lives you want.

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Branch Office Profile

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.

The Clark Group

Merrill Lynch Wealth Management

The SKF Group

Private Wealth Advisors

William Grace

Wealth Management

The KMG Group

Wealth Management Group

Chase Alston Phillips

Senior Vice President

Senior Financial Advisor

Daniel J Shannahan

Vice President

Senior Financial Advisor

Jeffrey David Gregorio,

CEPA

Vice President

Senior Financial Advisor

William S Jeffery,

CFP

Vice President

Senior Financial Advisor

Michael B Cunningham,

CRPC

Senior Vice President

Senior Financial Advisor

Paula L Scali

Senior Vice President

Wealth Management Advisor

Ryan J Shuler,

CFP,

CPFA

Vice President

Financial Advisor

Cynthia E Pierce,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

James F O'Sullivan

First Vice President

Wealth Management Advisor

Stephen E Barron,

CIMA,

CPFA,

ADPA,

AWMA,

AAMS,

CRPC

Vice President

Senior Financial Advisor

Eman Mossadeghi,

CPFA,

CRPC

Senior Financial Advisor

Cary M Piligian,

CPFA,

CFP,

CRPC

Assistant Vice President

Senior Financial Advisor

George W. Seals, Jr.,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

David Anthony Powell,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Ronya A Corey,

CPFA,

ChFC,

CRPC,

CFP

Managing Director

Wealth Management Advisor

Robert V Hetherington

First Vice President

Financial Advisor

Patrick Bransford,

CIMA,

CFP

Senior Vice President

Senior Financial Advisor

Frank S Piotrkowski,

CPFA,

CFP

Vice President

Senior Financial Advisor

Paul Juergensen,

CPFA,

CPWA,

CIMA,

CFP

Senior Vice President

Wealth Management Advisor

John Maguire Heckler,

CPFA

Senior Vice President

Wealth Management Advisor

Charles M Drew,

CPFA,

C(k)P,

CIMA,

CRPC

Senior Vice President

Senior Financial Advisor

Kyle Scallion,

CRPC

Assistant Vice President

Senior Financial Advisor

John Foster Murdoch,

CPFA,

CIMA,

CFP

Vice President

Wealth Management Advisor

Andrew J Sheridan,

CPFA,

CFP

Senior Financial Advisor

Talya Bock,

CPFA,

ChSNC,

CFP,

CRPC

Senior Vice President

Senior Financial Advisor

Anson Trent Harris

Vice President

Senior Financial Advisor

Scott Moran,

CIMA,

CFP

Wealth Management Advisor

Adham S Kaibni,

CRPC

First Vice President

Wealth Management Advisor

Dallas Y. Vipond,

CFP

Assistant Vice President

Financial Advisor

George D Vassiliou,

CPFA,

CRPC

First Vice President

Wealth Management Advisor

Brandon Cigna,

CFP

Vice President

Wealth Management Advisor

Timothy Twitchell,

CRPC

Vice President

Senior Financial Advisor

Donald R. Page III

Vice President

Senior Financial Advisor

Seun G Olojola,

CPFA,

CFP,

CRPC

Vice President

Senior Financial Advisor

Justin H Wasfy,

CPFA

Vice President

Senior Financial Advisor

Brendan J. Guilday,

CPFA,

CFP,

CRPC

Assistant Vice President

Wealth Management Advisor

Douglas K Grantham,

CPFA,

CRPC

First Vice President

Senior International Financial Advisor

Nicholas Lico,

CIMA

Financial Advisor

Joseph Accurso,

CRPC,

CLU,

CFP

Financial Advisor

Jeffrey William Mullaney

Vice President

Senior Financial Advisor

Charles King

Senior Vice President

Wealth Management Advisor

Dileep Nair,

CPFA,

CRPC

Senior Vice President

International Wealth Advisor

Phil Poston

Vice President

Wealth Management Advisor

David E Jennings,

CFP,

CRPC

Senior Vice President

Senior Financial Advisor

Robert Howe,

CPFA

Financial Advisor

Jonathan L Sade,

CPFA,

CIMA

Senior Vice President

Wealth Management Advisor

William J. Grace, Jr.

Senior Vice President

Senior Financial Advisor

George J Adams

Senior Vice President

Wealth Management Advisor

Christopher Cunniff

Senior Vice President

Wealth Management Advisor

Office Team

Anthony C Bland| MLWM Market Executive| Managing Director

Office Management 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.

Events

Attend one of our upcoming events

Empowering Women: Steps to Achieving Financial Wellness

Virtual, Washington, DC, 20009

June 16th, 2020 | 11:30AM-12:00PM EST

*  Exploring women's fundamentally different life journeys (life stage, life fulfilment, risk and reward)
*  Acknowledge financial obstacles that impact women - Wealth Gap & Wealth Escalator
*  Turn longevity into an asset
*  Planning early and planning often

Guest Speaker: 
Sheila Gorman, Director
Office of Thought Leadership Bank of America

Sheila leads and delivers innovative thought leadership, actionable ideas and relevant solutions to our financial advisors, clients, 401(k) sponsors and participants.  Through this effort, she manages projects related to various life stages, aging in retirement, cognitive decline, caregiving and women's longevity.  Sheila is the relationship manager for two industry expert alliances:  Global Coalition on Aging (GCOA) and The Gerontological Society of America (GSA).  In this role, she leverages these professional relationships to position our firm as leading thought leader in the financial services arena to ensure we increase public visibility on the issues of health and longevity.

*  Exploring women's fundamentally different life journeys (life stage, life fulfilment, risk and reward)
*  Acknowledge financial obstacles that impact women - Wealth Gap & Wealth Escalator
*  Turn longevity into an asset
*  Planning early and planning often

Guest Speaker: 
Sheila Gorman, Director
Office of Thought Leadership Bank of America

Sheila leads and delivers innovative thought leadership, actionable ideas and relevant solutions to our financial advisors, clients, 401(k) sponsors and participants.  Through this effort, she manages projects related to various life stages, aging in retirement, cognitive decline, caregiving and women's longevity.  Sheila is the relationship manager for two industry expert alliances:  Global Coalition on Aging (GCOA) and The Gerontological Society of America (GSA).  In this role, she leverages these professional relationships to position our firm as leading thought leader in the financial services arena to ensure we increase public visibility on the issues of health and longevity.

RSVP OnlineCall to reserve

Viewing your Investments Online and Other Helpful Tips

Virtual, Washington, DC, 20009

June 23th, 2020 | 11:30AM-12:00PM EST

Join the Washington Digital Team as they walk you through tips on how to access your information. 

*  Accessing investment holdings, balances and activity
*  Accessing statements from home
*  Simple steps to deposit a check from home
*  Simple steps to send a document to your Financial Advisor from home 

Join the Washington Digital Team as they walk you through tips on how to access your information. 

*  Accessing investment holdings, balances and activity
*  Accessing statements from home
*  Simple steps to deposit a check from home
*  Simple steps to send a document to your Financial Advisor from home 

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