The KMG Group
1800 K St NW
Washington, DC 20006
202.659.6169
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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.
Welcome


The KMG Group’s service model at Merrill Lynch Wealth Management is focused on consistency and discipline to provide our clients with an exemplary service experience and access to highly sophisticated financial solutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the cost associated with a recommendation. The KMG Group applies this goals-based approach to servicing the financial needs of high net worth individuals and their families, businesses, corporate 401(k) plans, and largely to 501(c)(3) non-profit organizations.

The KMG Group’s approach to wealth management is consultative, objective and committed to excellence. Drawing upon the breadth and depth of Merrill's wealth management platform and with access to Bank of America's expansive banking services, our Group works with our clients to implement sophisticated financial strategies that go beyond investing in stocks and bonds.  We help our clients build and transfer their wealth effectively, satisfy current and expected liquidity needs, manage expected college education costs, plan for maintaining sufficient retirement income, and help ensure that our non-profit client organizations are effectively executing within the parameters set forth in their investment guidelines.
 
Clients can expect a service model centered on the highest level of client confidentiality and full disclosure.  The KMG Group focuses on maintaining open communication and proactive, consistent reviews. We take the time to listen to and review our clients' financial situations in order to develop the strategies and solutions necessary to help meet their short- and long-term financial goals.

Recognition
Brendan Guilday
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2024
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Susan S Kline
Senior Vice President, Senior Relationship Manager
202.659.7323
Jeffrey Mullaney
Senior Vice President, Senior Financial Advisor
202.659.6169
Brendan Guilday,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
202.659.7287
Joseph Michael Green
Registered Wealth Management Client Associate
202.659.7275
Elijah Smith
Vice President, Senior Financial Advisor
202.434.4723
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.
Richard S Newman
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #529673
Chris Claps
Alternative Investments Regional Specialist
Bank of America, N.A.
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.