Beane, Smith & Associates

Merrill Lynch Wealth Management
114 Bay St
Easton, MD 21601
(410) 820.4172
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As a team we are passionate about building intentional and purposeful relationships with clients that provides advice on simplifying the client's current financial situation in order to provide meaning, perspective, and confidence for the future.
Beane, Smith & Associates
Welcome

Our purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them manage the inevitable changes in life. Everything we do takes into account the clients’ personal perspectives and priorities. We aim to help bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey of managing and helping you reach your goals. We work as a team so that you may benefit from the knowledge and insight of our entire group

Recognition
Gregory Beane
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Beane, Smith & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Gregory Beane
Senior Vice President, Senior Financial Advisor
410.820.4285
Justin Smith,

CFP®, CPFA™

Vice President, Wealth Management Advisor
410.820.4315
Rachel H Land,

AAMS™

Registered Wealth Management Client Associate
410.820.4366
Christina Z Seidel
Registered Wealth Management Client Associate
410.820.4701
Tracy S Ross
Tracy S Ross
Wealth Management Client Associate
410.820.4206
Bailey R Willey
Bailey R Willey
Wealth Management Client Associate (FP)
410.820.4408
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.
Chris Claps
Alternative Investments Regional Specialist
Bank of America, N.A.
Kyle Sylor
Wealth Strategies Advisor
Bank of America, N.A.
Ethan Meyers
Wealth Management Banking Specialist
Merrill
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.