Gelfand, Marsh & Associates

7501 Wisconsin Ave
Suite 600W
Bethesda, MD 20814
(301) 910-4105
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Gelfand, Marsh & Associates focuses on all facets of its nonprofit clients’ most important financial priorities and goals. We work with clients to understand their financial situation, risk tolerance, time horizon and liquidity needs. We help articulate short- and long-term goals, and to establish a financial approach aligned with client goals. We combine our high-touch professionalism with Merrill’s investment insights and convenient access to Bank of America’s banking services.
Gelfand, Marsh & Associates
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.

And More

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can help make the broad capabilities of Bank of America Corporation feel more accessible.

About Us
Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Click on photos to read our biographies!

Meet Our Team
Michael Marsh
Senior Vice President, Financial Advisor
301.215.4451
Matthew Gelfand,

CFA, CFP®

Financial Advisor
301.215.4454
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.
Keith Bouchard
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Kristin Whalen
Vice President, Relationship Manager
Bank od America, N.A
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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.