The Clark Group

Merrill Lynch Wealth Management
1800 K St NW
Washington, DC 20006
(202) 434-4707
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Our passion is helping individuals, families and organizations use every dollar earned, spent, invested, or gifted to achieve their most critical goals and objectives.
The Clark Group
Merrill Lynch Wealth Management
Welcome

As Purpose Driven advisors we believe True Financial Success can’t be reduced to balance sheet, income, or return; it’s about purposefully and intentionally using every dollar as a force for good within your family or organization, community, and the world at large.

We work with our clients to articulate what truly matters to them; to understand how they define success. This shapes and informs how we approach every element of building a customized financial strategy which includes:

  • Mission driven goals
  • Values aligned and goals based portfolios
  • A strategic plan for generous giving
  • An estate plan that becomes an enduring legacy
Our Purpose Driven Wealth Management Framework drives intentional and purposeful decisions that promote a flourishing family or organization. Our mission of helping clients use wealth as a force for good informs everything that we do.
About Us
Our Philosophy

As Purpose Driven advisors we believe wealth management is about more than investing; it's about helping you pursue True Financial Success and bringing your values to life through accomplishing your most important goals.

We take the time to ask hard, smart questions so that we can understand your values, guiding principles, and priorities. These shape and inform how we approach every element of building a customized financial strategy which includes:

  • Mission driven goals
  • Values aligned and goals based portfolio
  • A strategic plan for generous giving
  • An estate plan that becomes an enduring legacy Our Purpose Driven Wealth Management Framework drives intentional and purposeful decisions that promote a flourishing family or organization.
Meet Our Team
Chad Clark,

CFP®,CPFA™

Managing Director, Wealth Management Advisor
202.434.4707
Nichole Urbano,

ChFC®,CFP®,CRPC™

Assistant Vice President, Senior Wealth Planner
202.434.4715
Louise Bernadette Burke,

CRPC™

Vice President, Senior Business Manager
202.659.7403
William Wilson,

CRPC™

Financial Advisor
202.659.7228
Isabel Buckley
Wealth Management Client Associate
202.659.7283
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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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.
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.