The Rietano Group- Corporate Advisory Services Team Photo

The Rietano Group- Corporate Advisory Services

Merrill Private Wealth Management

1800 K St NW
Washington, DC 20006
(202) 659.7421
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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.
The Rietano Group- Corporate Advisory Services
Merrill Lynch Wealth Management

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Thomas Rietano
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Top 1,000 Advisors State by State", 2010-2013
(Published annually in February. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2013-2014, 2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Our Approach
An Integrated Approach

We have extensive experience helping executives integrate their equity and other compensation—including nonqualified deferred compensation plans, pension plans, and health savings and flexible spending accounts—into an overall wealth management strategy.

Executives of publicly traded corporations often receive a substantial portion of their compensation in the form of options on company stock and restricted securities. They must make difficult decisions about when and how to monetize these awards and how to handle the resulting concentrated positions. We can draw on our own experience with the issues surrounding option exercise and restrictions on insider stock sales, together with the expansive resources of Merrill, to assist clients with:

  • Determining a value for their equity awards and understanding how their total compensation program fits into their current and long-term financial picture
  • Designing a strategy to help manage their equity awards and decide when to monetize their options
  • Incorporating the resulting assets into investment portfolios reflecting their goals, risk tolerance, time horizon and liquidity needs
Meet Our Team
Thomas Rietano
Managing Director, Private Wealth Advisor
Philip Doyle,


Senior Vice President, Wealth Management Advisor
Anne Benton,


Assistant Vice President, Private Wealth Relationship Manager
Daniel Aliperti
Private Wealth Associate
Brian Orlando Cruz
Private Wealth Client Associate
Matthew Pollard
Registered Wealth Management Client Associate
Andrea Gabriela Schmitt
Private Wealth Client Associate
Joe Emerusabe
Vice President, Senior Financial Advisor
Sam Livingston
Financial Advisor
Thomas Moran,


Senior Vice President, Wealth Management Advisor
Robert Huber
Managing Director, Financial Advisor
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Andrew Cervantes
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #276332
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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