The Kirvan, Pierce, Sweeney Group
Merrill Lynch Wealth Management
1800 K St NW
Washington, DC 20006
(202) 659.7349
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Mission Statement
Our goal is to establish a strong client-advisor relationship and provide each client with access to the best financial resources available. Our team focuses on helping high net worth individuals and retirees manage all aspects of their financial lives. By customizing a wealth management plan for you, we give you the best opportunities possible for achieving your financial goals.
Welcome

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

Recognition
Michael Kirvan
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2018
(Published on March 12, 2018. Rankings based on data as of September 30, 2017.)
Show more recognition
The Kirvan, Pierce, Sweeney Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Thursday, June 6th 2024| 5:00 PM EST
Young Investors Webinar

Please join us for our young Investors Webinar. During this session, we'll cover the baasics of investing and saving, empowering you with essential financial knowledge to kickstart your journey towards financial freedom. Learn how starting your investing journey at a young age is so advantageous with the power of compound interest.

Register Here:
Bank of America Corporation Webex Enterprise Site

Meet Our Team
Michael Kirvan,

CPFA®, CPWA®

Managing Director, Wealth Management Advisor
202.659.7349
Cynthia Pierce,

CPFA®, CRPC™

Senior Vice President, Senior Financial Advisor
202.434.4718
Sean Sweeney,

CFP®, CIMA®

First Vice President, Wealth Management Advisor
202.659.6139
Zachary Tripoli,

CFP®, CRPC™

Financial Advisor
202.659.6153
Kelly Foley,

CFP®

Relationship Manager
202.659.6137
Jason Borras
Officer, Wealth Management Associate
202.659.7280
Lillian M Plunkett
Officer, Wealth Management Client Associate (FP)
202.434.4732
Joshua Collison
Wealth Management Client Associate
202.659.6120
Katherine L Kirvan
Wealth Management Client Associate (FP)
202.659.7450
William  Hitt
William Hitt
Wealth Management Client Associate (FP)
202.659.7334
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.
Adam J. Ward
Retirement Specialist
Bank of America, N.A.
Kyle Sylor
Wealth Strategies Advisor
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.