The Orr Group

Merrill Private Wealth Management
30 West Patrick St
Floor 03
Frederick, MD 21701
(301) 698-4710
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We work with a select group of families and individuals to address the complex challenges of managing significant wealth. Our mission is to help you simplify your wealth and your life, giving you more time for the personal and professional pursuits that are most meaningful to you.
The Orr 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, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
William Orr
Managing Director, Private Wealth Advisor
Barron's "Top 1,200 Financial Advisors", 2020-2022, 2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Orr Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
William Orr,

CIMA®

Managing Director, Private Wealth Advisor
301.698.4710
Timothy Mellott
Senior Vice President, Private Wealth Advisor
301.698.4723
Cherie Edwards,

CFP®

Vice President, Private Wealth Advisor
301.698.4706
Michael Cronin,

CPFA™,CRPC™

Senior Vice President, Senior Financial Advisor
301.698.4727
Julie A Boyer,

CRPC™

Vice President, Private Wealth Senior Relationship Manager
301.698.4759
Sarah H Godwin
Registered Private Wealth Client Associate
301.698.4746
Rae E Schoenberg,

AWMA™

Registered Private Wealth Client Associate
301.698.4716
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.
Tim Mulosmanaj
Wealth Management Lending Officer
NMLS #484022
Brian Canuel
Structured Credit Executive
Michael Duffy
Private Wealth Strategist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.