The CM Group

Merrill Lynch Wealth Management
901 Dulaney Valley Road
Suite 516
Towson, MD 21204
(410) 321-4341
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The CM Group
Merrill Lynch Wealth Management
Welcome

At The CM Group, clients come first. We have been helping clients achieve important financial objectives for decades with 95 years of cumulative experience. You can expect thoughtful advice and guidance, as well as access to a world class financial platform built from the investment insights of Merrill and the banking convenience of Bank of America. Its never about industry benchmarks. Its about you, your aspirations, and your legacy.

Recognition
Richard Mohelski
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
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
Bryan Carney
Senior Vice President, Senior Financial Advisor
410.321.4308
Richard Mohelski,

CFA®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
410.321.4328
Drew Bonner,

CFP®,CPFA™

Vice President, Wealth Management Advisor
410.321.4382
Paige Carney
Senior Financial Advisor
410.321.4341
Kelly L Lemasters
Officer, Registered Senior Wealth Management Client Associate
410.321.4343
Ashlee L Kitson-Walters
Officer, Wealth Management Client Associate - Resident Director Assistant
410.321.4326
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.
Lisa M Froehlich
Wealth Management Banking Specialist
Patricia Sue Lueckert
Senior Wealth Management Lending Officer
NMLS #532638
Lisa Rainforth
Wealth Strategies Advisor
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.