Mary Robinson Carter
Vice President, Senior Financial Advisor
NMLS #1768519
1800 K St NW
Washington, DC 20006
202.659.7432
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My mission is to empower individuals through personalized financial strategies, champion wealth equity and navigate wealth with precision and purpose and simplify financial management. I am committed to tailoring solutions that align with your unique goals, ensuring a secure and purpose-driven financial journey.
Profile

Mary Robinson Carter is a Wealth Management Advisor and President of the Washington D.C. Chapter of the Women's Exchange at Merrill. Mary looks to create lasting value in clients' financial lives, helping people resolve issues, uncover possible efficiencies, weigh crucial decisions, and plan for the future. She brings high expectations to her work and her team, fostering an environment that demonstrates each client's importance through her care, customization, and attentiveness.

Clients from varied paths look to Mary for assistance. Some are partners, C-Suite executives, and business owners who appreciate the time she creates in their schedules by simplifying the intersection of their personal and professional wealth. Coming from the tech and start-up world, many of her clients look to her for guidance on managing stock concentrations, IPOs, RSUs, and other forms of executive compensation. Other clients include retirees, women, and widows. They sense Mary's genuine interest in helping them organize their wealth, reduce stress, and grow confident as decision-makers. Still, others include investors who have traditionally managed their portfolios but recognize the value of having a trustworthy resource for the years ahead, either to reduce their own time commitments or to nurture a reliable relationship for their loved ones. Finally, nonprofit institutions engage Mary's assistance to support their obligations concerning fiduciary asset management.

Very active in her community, Mary has volunteered with the Ronald McDonald House for years. In addition, she often participates in mission trips with her church and volunteers to give food and clothing to the homeless in the D.C. metropolitan area. She also is a member of the Executive Board for Coco Coalition. This nonprofit organization is devoted to improving the quality of life of black women through mental health and education resources. Eager to give back, she volunteers with Together We Bake and teaches a wealth planning course and financial education classes for abused and underrepresented women looking to re-enter the workforce and move towards self-sufficiency.

As the daughter of a West Point graduate, Mary often moved around a lot in early childhood. Now, she is proud to have put down roots in Fort Washington, MD, with her husband, Brandon Carter. In her free moments, Mary loves listening to live music, hosting friends at her home, gardening,  and traveling. As a former Olympic Weight Lifting and cross-fit enthusiast, Mary now enjoys doing physical activities like pilates, boxing, and hiking. 

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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Keith Bouchard
Investment Solutions Group Portfolio Strategist
Richard S Newman
Senior Wealth Management Lending Officer
NMLS #529673
Marvin Chavez
Wealth Management Banking Specialist
Tuesday, December 5th 2023| 12:00 PM
Navigating as an Executive: Diversifying your Concentrated Stock Position

While your annual salary can contribute significantly to your personal wealth, equity compensation is often the largest component and can add complexity to your financial journey.

Please join our team and Natixis Investment Managers, as we review a case study demonstrating how we help executives navigate concentrated positions in a tax efficient manner. We will also discuss the importance of having a dynamic wealth & investment plan and how to properly identify a team of advisors that can support you throughout your career.

Please RSVP here

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Mary Robinson Carter is registered to do business in AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IN, LA, MD, MI, NC, NJ, NV, NY, OR, PA, SC, TX, VA, WA.