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WASHINGTON, DC-WK

Merrill Lynch Wealth Management Branch Office

Welcome to the WASHINGTON, DC-WK branch. This collaborative network allows us to draw on each other’s diverse experiences so we can offer investing insights, perspectives, skills and wealth planning strategies that have been designed to help you and your family lead the lives you desire.

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Branch Office Profile

About Us

The branch’s wealth planning process begins as the team’s advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children’s and grandchildren’s education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients’ wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the 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 investing insights of Merrill, a disciplined wealth planning 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 Grace Team

Wealth Management

The KMG Group

Wealth Management Group

The VBC Group

Private Wealth Advisors

Charles Alston Phillips

Senior Vice President

Senior Financial Advisor

Jeffrey David Gregorio,

CEPA

First Vice President

Senior Financial Advisor

William S Jeffery,

CFP

Senior Vice President

Senior Financial Advisor

Michael B Cunningham,

CRPC

Senior Vice President

Senior Financial Advisor

Paula L Scali

Senior Vice President

Wealth Management Advisor

Cynthia E Pierce,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

James F O'Sullivan

Senior Vice President

Wealth Management Advisor

Stephen E Barron,

CIMA,

CPFA,

ADPA,

AWMA,

AAMS,

CRPC

Senior Vice President

Senior Financial Advisor

David Anthony Powell,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Ronya A Corey,

CPFA,

ChFC,

CRPC,

CFP

Managing Director

Wealth Management Advisor

Frank S Piotrkowski,

CPFA,

CFP

First Vice President

Senior Financial Advisor

Paul Juergensen,

CPFA,

CPWA,

CIMA,

CFP

Senior Vice President

Wealth Management Advisor

Charles M Drew,

CPFA,

C(k)P,

CIMA,

CRPC

Managing Director

Senior Financial Advisor

Andrew J. Sheridan,

CPFA,

CFP

First Vice President

Senior Financial Advisor

Talya Bock,

CPFA,

ChSNC,

CFP,

CRPC

Senior Vice President

Senior Financial Advisor

Scott Moran,

CIMA,

CFP

Senior Vice President

Wealth Management Advisor

Dallas Y. Vipond,

CPFA,

CFP

First Vice President

Senior Financial Advisor

George D Vassiliou,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Brandon Cigna,

CFP

First Vice President

Wealth Management Advisor

Donald R. Page III,

CEPA

Vice President

Senior Financial Advisor

Seun G Olojola,

CPFA,

CFP,

CRPC

First Vice President

Senior Financial Advisor

Justin H Wasfy,

CPFA

First Vice President

Senior Financial Advisor

Brendan J. Guilday,

CPFA,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Matthew D Carney,

CFP

Vice President

Senior Financial Advisor

Drew Weinberger,

CRPC

Vice President

Senior Financial Advisor

Trey Gray

Assistant Vice President

Senior Financial Advisor

Financial Advisor

Joseph Accurso,

CRPC,

CLU,

CFP

Vice President

Wealth Management Advisor

Jeffrey William Mullaney

Senior Vice President

Senior Financial Advisor

Charles King

Senior Vice President

Wealth Management Advisor

Dileep Nair,

CPFA

Senior Vice President

International Wealth Advisor

David E Jennings,

CFP,

CRPC

Senior Vice President

Senior Financial Advisor

Robert Howe,

CPFA

Vice President

Senior Financial Advisor

Jonathan L Sade,

CPFA,

CIMA

Senior Vice President

Wealth Management Advisor

George J Adams

Senior Vice President

Wealth Management Advisor

Vishal Patel,

CRPC

Financial Advisor

James Giaccia,

CRPC

Assistant Vice President

Financial Advisor

Christopher Cunniff

Senior Vice President

Resident Director - Wealth Management Advisor

Brian Wagner,

CRPC

Financial Advisor

Danielle G Thibault,

CFP

Vice President

Senior Financial Advisor

Elijah D Smith

Vice President

Senior Financial Advisor

Bill Kast,

MIC,

CPFA,

CRPC,

CIMA,

CFP

Senior Vice President

Wealth Management Advisor

Joe Emerusabe

Vice President

Senior Financial Advisor

Colin Mattingly,

CRPC

Senior Financial Advisor

George W. Seals, Jr.,

CPFA,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Engida Sewnet

Assistant Vice President

Financial Advisor

Marie Mattes,

CRPC

Senior Financial Advisor

AJ Hughes,

CRPC

Financial Advisor

Dallas Disbro,

CRPC

Financial Advisor

Robert Post,

CFP,

CLU,

ChFC

Vice President

Wealth Management Advisor

Mary Robinson Carter

Vice President

Senior Financial Advisor

Office Team

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.

Careers 4

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