Est. North Bethesda · MD 20852

Wealth, planned with conviction.

Branch

Merrill Lynch Wealth Management, 11810 Grand Park Ave

Serving

Individuals, families, business owners & institutions across the Washington metro

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Markets open · Live advisor availability today 301.468.3000 · 11810 Grand Park Ave, North Bethesda MD

01About the Branch

A local branch with the resources of a global firm.

The Merrill Lynch Wealth Management branch at 11810 Grand Park Avenue in North Bethesda has spent decades working alongside individuals, families, business owners, executives and institutions across the Washington metropolitan area — in rising markets and turbulent ones alike.

Our advisors bring years of combined wealth management experience to the table, but their role goes well beyond investment selection. Drawing on the broad resources of Merrill and access to Bank of America's estate planning services, they coordinate with your outside professionals — accountants, tax attorneys, business partners — so that retirement income, concentrated stock positions, and multi-generational transfers move together rather than in isolation.

Every relationship here begins the same way: helping you identify personal and professional goals, then translating those goals into a financial strategy designed for the long arc — not the next headline.

30+

Advisors & portfolio specialists on the branch roster

Named advisor teams serving the D.C. metro

20852

Branch postcode — North Bethesda, Maryland

∞

Multi-generational planning horizon we design for

Merrill Lynch Wealth Management branch interior in North Bethesda

Grand Park Ave · MD

We put your interests first — and keep them there.

Client Commitment As a Merrill client, you work with advisors supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technology of a leading global financial services firm.

02What we do

Services, priced transparently.

Indicative annual fees and minimums for the work our North Bethesda advisors most often lead. Final terms are confirmed in a written engagement letter after your first consultation, which is complimentary.

Comprehensive Wealth Planning

A multi-year financial plan covering cash flow, goals, insurance, and tax efficiency — built collaboratively and refreshed annually.

$3,500flat · one-time plan

Investment Management

Actively managed portfolios of equities, fixed income, and alternatives, constructed around your risk tolerance and time horizon.

1.25%annual · on assets managed

Retirement Income Planning

Sequencing withdrawals, Social Security, and required distributions so the retirement you draw down lasts the retirement you live.

$2,800flat · annual review

Concentrated Stock Strategy

Hedging, diversification, and charitable solutions for executives and founders holding large single-stock positions or low-cost-basis shares.

0.75%annual · on hedged position

Estate & Multi-Generational Transfer

Coordination with your attorneys and Bank of America specialists on trusts, gifting, and beneficiary structures across generations.

$5,000flat · strategy engagement

Business Owner & Executive Advisory

Equity comp modeling, exit planning, and qualified plan design for closely-held businesses and C-suite executives in the D.C. metro.

$4,200flat · annual engagement

Institutional & Endowment Counsel

Investment policy statement construction, governance support, and manager due diligence for foundations, endowments, and retirement plans.

0.65%annual · on institutional AUM

03Advisors at this location

Teams who know this market.

A selection of the named advisor groups practicing out of the North Bethesda branch. Each works independently with their own clients and process — call the team directly, or ask us to introduce you.

The Byrnes, Hollander Group