The EGE Group

Merrill Lynch Wealth Management
11810 Grand Park Ave
North Bethesda, MD 20852
(301) 230.3112
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The EGE Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The EGE Group
Welcome

For successful individuals as well as traditional and non-traditional families that appreciate highly experienced and energized financial advisors, The EGE Group blends goals-based wealth management with its disciplined approach to managing investment risk and client expectations.

“We serve people who work hard for their money and don’t want to lose it. Whether they’re business owners, government employees or affluent families, we focus on smoothing the transitions in clients’ financial lives. Clients might be saving for a child’s education or retirement, starting a family or business. Each client deserves a dynamic and personalized process that satisfies them financially and emotionally,” Brian Ewers explains.

The EGE Group enjoys a growing reputation among a loyal and referred clientele that now resides nationwide. Beyond investments and the confines of its office, the team often coordinates with clients’ attorneys and CPAs throughout the year, most frequently on behalf of business owners and family foundations. The team also provides clients with access to residential and custom lending through Bank of America, N.A.

“During initial talks with clients and over the course of each relationship, we need to have a sense of their families and work situations – and, especially, what’s on their minds,” Matt Griggs points out. “Some clients have near-term financial challenges. Others may want dependable streams of income years from now – for themselves, loved ones, or to support a charitable endeavor.”

In customizing a wealth accumulation, preservation, or distribution strategy to address clients’ objectives (most often, for retirement), Brian and Matt begin with “clients’ financial puzzles” – scrutinizing insurance, trust and tax documents, and discussing health care and Social Security issues. While complex financial strategies are often suggested and implemented, the team works to simplify explanations and bring clarity to clients’ financial pictures.

“The benefit of having the right financial advisor can be seen over the long term. By listening, learning and ‘walking next to clients’, we can help them move from Point A to Point B within their specific risk parameters. We aim to provide a level of care that many clients have not found elsewhere,” Brian adds.
Recognition
Brian Ewers
First Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
The EGE Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Brian Ewers,

CFP®, CRPC™

First Vice President, Wealth Management Advisor
301.230.6639
Matthew Griggs,

CRPC™

First Vice President, Senior Financial Advisor
301.230.3109
Brian Eliff,

CFP®

Vice President, Wealth Management Advisor
301.230.3112
Nicole Conway
Registered Wealth Management Client Associate
301.230.6650
Richard C Gerber
Assistant Vice President, Wealth Management Associate
301.230.5777
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.
Kristina Gentle
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484047
Asagai Brevil
Wealth Management Banking Specialist
Merrill
Michael K Costo
Retirement Specialist
Bank of America, N.A.
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.
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.