Bethesda, MD

Merrill Lynch Wealth Management Office
7501 Wisconsin Ave
Bethesda, MD 20814
301.215.4412
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Welcome to the Bethesda, MD branch. Our financial advisors work within a customizable, strategic planning system that begins with the belief that each client is unique, and that our disciplined wealth management strategies need to reflect each client’s individual objectives, no matter how large or small.
Bethesda, MD
Merrill Lynch Wealth Management
Advisors at This Location
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The Sorkin Unikel Shapiro Group
Merrill Lynch Wealth Management
301.215.4412
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Merrill Lynch Wealth Management
301.215.4406
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The Baker, Ellis, Stroebel Group
Merrill Lynch Wealth Management
301.215.4426
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Merrill Lynch Wealth Management
301.215.4455
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Senior Vice President, Wealth Management Advisor
301.215.4426
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Senior Vice President, Wealth Management Advisor
301.215.4406
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Senior Vice President, Senior Financial Advisor
301.215.4445
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First Vice President, Senior Financial Advisor
301.215.4408
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First Vice President, Wealth Management Advisor
301.215.4411
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Vice President, Wealth Management Advisor
301.215.4403
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Managing Director, Wealth Management Advisor
301.215.4424
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Managing Director, Senior Resident Director
301.215.4412
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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.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.