MKBH and Associates

Merrill Lynch Wealth Management
1800 K St NW
Washington, DC 20006
(202) 659-3089
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We help people lead a life absent of significant financial stress so they feel comfortable pursuing their own personal happiness and fulfilment. We do this by creating deep and meaningful relationships, and by imparting unbiased advice for their long-term benefit.
MKBH and Associates
Merrill Lynch Wealth Management
Welcome

We can assist you in making key financial choices, differentiating between needs and wants, then creating investment strategies intended to help you enjoy your lifestyle and preserve your wealth.

We work closely with you to determine how much income you'll need to sustain your current lifestyle, and what trade-offs you could live with, if you had to. This process will help establish the portfolio size and composition you need to help maintain and grow your assets. The portfolios and investment strategies we help you develop are carefully aligned with your goals, time horizon, liquidity needs and risk tolerance.

As we help create your customized portfolio, we take great pride in drawing on the capabilities of Merrill to help address the different components of your complex financial life.

We also believe strongly in openness—we will keep you informed about the investments you own, the reasons you own them and what fees you are paying.

Named to the 2022 and 2023 Forbes “America’s Top Wealth Management Teams High Net Worth" list
Published annually in November. Rankings based on data as of March 31 of current year.
Recognition
John McKnight
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2018-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Our Approach

We recommend that before you invest, you give us the opportunity to gain a thorough understanding of your unique situation, values, goals and objectives. Our conversations with you are geared toward identifying your "core," the portion of your portfolio intended to minimize risk.

In our view, the primary aim of any long-term investment strategy should be to limit the risk of your financial core—so that you have the ability to maintain your desired lifestyle. Once your core assets are in place, we seek to invest the balance of your portfolio in securities that offer growth potential.

Of course, growing your assets cannot be done without employing strategies designed to preserve those assets. While no investment is risk-free, we utilize a risk-based approach, recommending and selecting investments we believe offer favorable long-term prospects.

Meet Our Team
John McKnight,

CRPC™

Managing Director, Wealth Management Advisor
202.429.4677
Peter Kenny,

CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
202.659.7369
George Bassett,

CFP®,CPFA™,CRPC™

Senior Vice President, Senior Financial Advisor
202.659.7343
Robert Hetherington
Senior Vice President, Senior Financial Advisor
202.659.7265
William J. Moran Jr.,

CRPC™

Senior Vice President, Senior Financial Advisor
202.659.7340
Hunter Garland,

CRPC™

Assistant Vice President, Investment Management Specialist
202.659.3089
Kyle Scallion,

CRPC™

Vice President, Senior Financial Advisor
202.659.7295
Eman Mossadeghi,

CPFA™,CRPC™

Vice President, Senior Financial Advisor
202.659.6185
Drew Weinberger,

CRPC™

Vice President, Senior Financial Advisor
202.659.6133
Matthew Carney,

CFP®

Vice President, Senior Financial Advisor
202.659.6131
Trey Gray
Assistant Vice President, Senior Financial Advisor
202.659.7440
James Giaccia,

CRPC™

Assistant Vice President, Financial Advisor
202.659.7292
Brian Wagner,

CRPC™

Financial Advisor
202.659.7556
Vishal Patel,

CRPC™

Financial Advisor
202.659.7408
Ryan Wiebe
Financial Advisor
202.659.7425
Evan Pietras
Financial Advisor
202.659.7533
Marie Mattes,

CRPC™

Senior Financial Advisor
202.659.6130
Carn Farrell,

CRPC™

Assistant Vice President, Senior Business Manager
202.659.7224
Cheronda Y Albury
Assistant Vice President, Wealth Management Associate
202.659.6058
Lindsay M Kelly,

CRPC™

Vice President, Senior Business Manager
202.429.4643
Alexandra L Baez Ortiz,

CRPC™

Registered Wealth Management Client Associate
202.862.2674
Jacqueline Landry
Wealth Management Client Associate
202.659.7422
Kristen Largay
Wealth Management Client Associate
202.659.2954
Beauchamp C Johnson,

CRPC™

Registered Wealth Management Client Associate
202.659.7238
Noah Anthony Grenis
Wealth Management Client Associate
202.659.7562
Oscar Lonaeus
Wealth Management Client Associate
202.659.7507
Ryan Kelly
Assistant Vice President, Financial Advisor
202.434.4720
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.
Jonathan Betancourt
Wealth Management Banking Specialist
Richard S Newman
Senior Wealth Management Lending Officer
NMLS #529673
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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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.
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.