The William Moran Group
1800 K St NW
Washington, DC 20006
202.659.7340
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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.
Welcome

As Merrill financial advisors, we offer advice and guidance to help successful individuals and families pursue their financial goals. Our financial planning approach places you at the center of our focus, and your priorities, risk tolerance, time horizon, liquidity needs, and personal and professional financial goals. From there, we work with you to develop a personalized plan. Over time, we’ll meet with you to track progress and make adjustments, as needed.

Recognition
William Moran
Senior Vice President, Senior Financial Advisor
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 Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals.

That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you.

  • Calculating how to manage future health care expenses?
  • College on the horizon?
  • Considering the sale of a business or purchase of a home?
  • Preparing to pass your wealth to future generations?

It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
William Moran,

CRPC™

Senior Vice President, Senior Financial Advisor
202.659.7340
Cheronda Y Albury
Assistant Vice President, Wealth Management Associate
202.659.6058
Beauchamp C Johnson,

CRPC™

Registered Wealth Management Client Associate
202.659.7238
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.
Richard S Newman
Senior Wealth Management Lending Officer
NMLS #529673
Jonathan Betancourt
Wealth Management Banking Specialist
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.