The HD Wealth Management Group Team Photo

The HD Wealth Management Group

Merrill Lynch Wealth Management
39 Churchville Rd
Bel Air, MD 21014
(410) 420-6055
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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 HD Wealth Management Group
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.

About Us
Welcome

The HD Wealth Management Group brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill and the banking convenience and lending solutions of Bank of America, we can assist clients in identifying and prioritizing personal goals, which might include planning for and funding children's or grandchildren's educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial approach aligned with their goals.

Meet Our Team
Matthew Herbert,

CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
410.420.6055
Dexter M Davis
First Vice President, Senior Relationship Manager
410.420.6027
Kimberly B McLean
Officer, Registered Wealth Management Client Associate
410.420.6028
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.
Dedin L Witherspoon
Wealth Management Lending Officer
NMLS #652352
Michael K Costo
Retirement Specialist
Alexa Rust
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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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.
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.