Branch Office Profile
The Reston office has one primary goal: to help affluent households and business owners achieve their financial dreams.
While we have our own team of 35 experienced Merrill Lynch Financial Advisors—many with professional designations—we regularly talk to and team with Financial Advisors in our other regional offices so we can help shape client recommendations that reflect our combined knowledge, independent thinking and powerful resources.
Before we make suggestions or formulate strategic directions, we take the time to ask questions so we can understand clients’ hopes and dreams, for now and for the future. Our Financial Advisors recognize that no two clients are identical, and they work to customize portfolios for each client, based on specific need, risk tolerance and comfort level. We offer clients access to Merrill Lynch specialists from all over the globe, and help in areas such as estate planning services, philanthropic endeavors, investments, income management, concentrated stock strategies, retirement and wealth transfer.
One of our major advantages is being able to provide clients with access to a Wealth Management Banker from Bank of America, N.A., who can review and help strategize cash management, credit and borrowing needs and opportunities. Business owners and executives can also gain access to the Global Commercial Banking group, which offers strategies and solutions for companies, government agencies and not-for-profit institutions with revenues ranging from $2.5 million to $2 billion. Our goal is to help clients fully integrate and manage all the pieces of their financial lives.
We also believe in giving back to the community and our employees lend time and support to a number of local and national non-profit organizations.
Call to discuss how a Merrill Lynch Financial Advisor can assist you.