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
Welcome

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.

Recognition
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,

CAIA®

Managing Director, Private Wealth Advisor
202.659.7421
Philip Doyle,

CFA

Senior Vice President, Wealth Management Advisor
202.659.6128
Anne Benton,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
202.659.7303
Daniel Aliperti
Private Wealth Associate
202.862.2679
Brian Orlando Cruz
Private Wealth Client Associate
202.862.2672
Andrea Gabriela Schmitt
Private Wealth Client Associate
202.659.7499
Joe Emerusabe
Vice President, Senior Financial Advisor
202.659.5302
Sam Livingston
Financial Advisor
617.946.4253
Scott Moran,

CFP®,CIMA®

Senior Vice President, Wealth Management Advisor
202.659.7313
Robert Huber
Managing Director, Financial Advisor
202.429.4647
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.
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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CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.