Gelfand, Marsh & Associates

7501 Wisconsin Ave
Bethesda, MD 20814
(301) 215-4451
Learn more about an advisor's background on
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.

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 - AGP
301.215.4451
Matthew Gelfand,

CFA®,CFP®

Financial Advisor
301.215.4454
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.