The Lvovsky Baker Freed Group

Merrill Lynch Wealth Management

11810 Grand Park Ave
North Bethesda, MD 20852
(301) 230-6634
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We'll deliver the investment insights of Merrill® to you and offer access to the banking convenience and lending solutions of Bank of America. We'll help you explore financial possibilities that may be available in today's changing markets.  And we can leverage additional support by calling upon our global network of specialists to assist you.
The Lvovsky Baker Freed 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, 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.

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Welcome to Our Website
Recognition
Robert Baker
Senior Vice President, Resident Director
Forbes "Best-in-State Next-Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
The Lvovsky Baker 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
Welcome

Proud to serve an impressive clientele and the manner in which they're served, The Lvovsky Baker Freed Group assists accomplished individuals whose careers and busy lifestyles leave little time to manage their wealth. Among longtime and recently referred clients are successful executives and business owners, physicians, dentists, "retirees" launching their next venture, and generations of client families.

"Superior wealth management demands that we fully appreciate clients, stay in touch, and stay on top of the opportunities and challenges they face. There are no shortcuts to helping clients pursue what matters most. Our strategies may be sophisticated, but we put tremendous effort into simplifying clients' financial lives," Steve Lvovsky explains.
A hallmark of The Lvovsky Baker Freed Group is its collaborative, forward-looking approach to satisfying clients' goals. For example, Steve Lvovsky and Ryan Baker may blend their own insights with those of clients' CPAs and attorneys – and Bank of America Private Bank specialists – into a defined strategy that accounts for tax minimization and estate planning considerations. And because effective liability management is critical to clients' financial wellbeing, access is offered to Bank of America, N.A. for residential and securities-based lending.

With wealth preservation and "retirement readiness" both primary concerns for clients, Steve and Ryan begin the investment process with an assessment of where a client stands on their path toward a desired outcome. With goals identified and prioritized, a tailored, risk-managed portfolio will likely contain multiple asset classes to minimize volatility, including income-generating investments such as dividend-paying equities and laddered bonds.

"Clients may want to sustain a lifestyle in retirement, leave a heartfelt legacy to their children and grandchildren, or know that their spouse will be okay after they're gone. Being trusted advisors means the world to us," Ryan points out. "It's gratifying to not only enhance clients' wealth, but enrich their lives."

Meet Our Team
Robert Baker,

ChFC®, CFP®, CPFA™, CPWA®

Senior Vice President, Resident Director
301.230.3103
Steve Lvovsky,

CIMA®

Senior Vice President, Senior Consultant
301.230.6634
Alexander Freed,

CFP®, CIMA®, CRPC™

Wealth Management Advisor
301.230.6605
Colin Mattingly,

CRPC™

Senior Financial Advisor
202.659.6129
Diego Dominguez,

CPFA™

Assistant Vice President, Financial Advisor
301.215.4452
Teresa Perryman
Registered Senior Wealth Management Client Associate
301.230.6620
Andrea Franklin
Registered Senior Wealth Management Client Associate
301.230.5762
Stacey Nichols
Wealth Management Client Associate
301.230.5770
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.
Asagai Brevil
Wealth Management Banking Specialist
Merrill
Michael K Costo
Retirement Specialist
Bank of America, N.A.
Kristina Gentle
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484047
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.
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.