John Murdoch, Wealth Management Advisor, CFP®, CIMA®
John graduated with honors from Washington & Lee University in 1989, where he earned a B.S. with Special Attainments in Commerce. He then spent nearly 15 years helping manage his family's business, an East Coast wholesale and local retail florist located in Easton, Maryland on the Eastern Shore.
In 2005, John followed his passion for finance and investments and joined Merrill in Washington, DC as a Financial Advisor. Since then, John has earned several internal and external designations including becoming a CERTIFIED FINANCIAL PLANNER™ certificant, a certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as earning his Certified Investment Management Analyst® designation.
John is driven to succeed for clients, which include both businesses and high net worth individuals. He helps businesses with design and implementation of retirement plan services and 401k retirement education. For individuals, John strives to develop deep, long lasting relationships to help clients with all financial matters from investments to retirement and estate planning services.
John now lives in Alexandria, Virginia, with his wife, Emily.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
