Corporate Advisory Services

1800 K St NW
Washington, DC 20006
(888) 658-2319
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Corporate Advisory Services
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Thomas Rietano
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Top 1,000 Advisors State by State", 2010-2013
(Published annually in February. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2013-2014, 2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
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About Us
Mission

Our purpose is simple, it's to help make financial lives better — it's who we are and what we do.

Meet Our Team
Robert Huber
Managing Director, Financial Advisor
202.429.4647
Pamela Guerrero
Registered Wealth Management Client Associate
202.659.7232
Ty Stepner
Registered Wealth Management Client Associate
202.659.7404
Thomas Rietano
Managing Director, Private Wealth Advisor
202.659.7421
Philip Doyle,

CFA

Senior Vice President, Wealth Management Advisor
202.659.6128
Thomas Moran,

CFP®, CIMA®

Senior Vice President, Wealth Management Advisor
202.659.7313
Joe Emerusabe
Vice President, Senior Financial Advisor
202.659.5302
Seena Ghavami
Vice President, Senior Financial Advisor
202.659.6110
Francis Scally,

CFP®

Senior Vice President, Senior Resident Director
908.237.2986
Patrick Tierney,

CAIA®, CFP®, CPFA™

Senior Vice President, Senior Financial Advisor
908.237.2988
Michelle Elizabeth Bartosik,

CRPC™

Vice President, Wealth Management Specialist
908.782.2743
Insights
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.