The DLR Group

Merrill Lynch Wealth Management
11810 Grand Park Ave
North Bethesda, MD 20852
(301) 230-6617
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The DLR 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 DLR 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.

Recognition
Robert Dunn
Managing Director, Senior Financial Advisor
Forbes "America’s Top Wealth Management Teams High Net Worth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Advisors", 2018, 2020-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Meet Our Team
Robert Dunn,

CPFA™,CRPC™

Managing Director, Senior Financial Advisor
301.230.6617
Patrick Lively,

CRPC™

Managing Director, Senior Financial Advisor
301.230.6660
Kevin Rowe,

CRPC™

Managing Director, Senior Financial Advisor
301.230.6618
Timothy John Bishoff,

CFP®

Assistant Vice President, Wealth Management Specialist
301.230.6642
Ann J Marx
Officer, Registered Senior Wealth Management Client Associate
301.230.5765
Eileen O Schempp
Registered Senior Wealth Management Client Associate
301.230.6625
Sally-Ann Pauw
Registered Wealth Management Client Associate
301.230.6628
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
Will Stone
Wealth Management Banking Specialist
Carolyn F. Grant-Suttie
Senior Wealth Management Lending Officer
NMLS #652345
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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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.
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.