Vincent Ratliff
,

Assistant Vice President, Financial Advisor
NMLS #1209455

11810 Grand Park Ave
North Bethesda, MD 20852
301.230.6627
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Vincent joined Merrill in 2022. With over 20 years of experience in the financial services industry, he brings a wealth of knowledge in banking, insurance, and investments. This experience has enabled him to meet the diverse needs of his clients through a unique holistic planning approach. Vincent works with clients in the Education, Government, Healthcare, and Non-Profit sectors. In addition, helps IT professionals and small businesses. His knowledge of these industries enables him to provide personalized financial strategies that are uniquely tailored to meet the needs of clients and adeptly handle the various obstacles that arise from life changes like job transitions, wealth transfers, cash-flow management, and retirement planning.  Vincent, a native Washingtonian, grew up in Washington DC. He is dedicated to making a positive impact in his community and currently serves on the board of Community of Hope, an organization that focuses on offering healthcare, housing, and supportive services to underserved and low-income families in the DC area. Vincent’s personal passions include traveling with his family and enjoying music and football. His most active pursuit is martial arts, specifically Krav Maga and Brazilian Ju-Jitsu.

Vincent's industry credentials include: Chartered Retirement Planning Counselor™, CRPC™ designation, FINRA registrations: Series 6, 7, 63, and 65, insurance incenses: Life and Health, and Senior Portfolio Advisor (Merrill). *A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

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
Merrill Lynch Logo
Jason Cline
Regional Lending Specialist
Bank of America, N.A.
NMLS #1054231
Merrill Lynch Logo
Michael K Costo
Retirement Specialist
Bank of America, N.A.
About Merrill

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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.
Vincent Ratliff is registered to do business in DC, DE, FL, IL, MD, MN, MO, NC, NJ, NY, OH, OK, PA, SC, VA, WA.