Malik F. Waleed is a Financial Advisor with an emphasis on people and forging lasting relationships based on trust, transparency, and results. His disciplined approach focuses on tailored investment guidance that prioritizes the personal and professional financial objectives of each individual client. With a strong commitment to helping individuals and families achieve their financial goals, Mr. Waleed specializes in crafting personalized wealth management strategies that align with each client’s values and aspirations to establish financial security and long-term wealth.  His expertise spans investment management, retirement planning, estate strategies, and tax-efficient solutions, enabling him to address the complexities of both wealth accumulation and preservation.  In addition to his expertise and passion for delivering quality service, Mr. Waleed offers access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, fostering a holistic experience that clients value and appreciate.  Born and raised in the Washington DC Metro area, Mr. Waleed  brings a deep understanding of the region’s unique financial landscape to his role as a Wealth Advisor. Frequenting many neighborhood recreational centers as a child growing up, Mr. Waleed follows the deep-seated Merrill tradition of maintaining a presence in the community. This culture of benevolence coupled with an innate desire for advancement, drives his interest in partnering with non-profit organizations throughout the area, to empower their financial growth and impact amongst the groups they serve. Whether navigating complex investment portfolios, preparing for major life milestones, or building legacy for the next generation, Mr. Waleed is committed to providing strategic guidance and support every step of the way!In addition to his professional achievements, Mr. Waleed often volunteers as a girl’s basketball coach/trainer within the DMV area, and is also a current member of Kappa Alpha Psi Fraternity Inc. When not working with clients, he enjoys reading, attending sporting events, playing tennis, and above all enjoying quality time with his fiancée and one(1) year-old daughter, Malia-Rose.