The Eveland Group

Merrill Lynch Wealth Management
3 South King Street
Leesburg, VA 20175
(703) 779-2130
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The Eveland 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 Eveland 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
Jeffrey Eveland
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
The Eveland Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Commitment

Our team specializes in understanding clients who seek a customized, balanced approach to wealth management. Because there are many areas of financial interest to our clients, we take the time necessary to listen and educate about available choices so they can make thoughtful and informed decisions appropriate to their needs.

By following a precise and disciplined wealth management process, we help clients identify their most pressing goals and concerns and then develop strategies to help achieve those goals. Our process includes portfolio development, education planning, liability management, tax minimization, asset preservation, and a specific emphasis on helping to assure a lifetime retirement income stream.

We understand that the accumulation and preservation of wealth present different challenges and opportunities to each of our clients. Each family has unique financial circumstances requiring individualized attention. We work closely with our clients' other trusted advisors including attorneys and accountants to address tax, trust, philanthropic and estate issues to include wealth transfer strategies, to truly be an essential part of your long term success.

We believe continuing education is critical to serving our clients' best interests, and our team is committed to that process. Jeff Eveland is a CERTIFIED FINANCIAL PLANNER™ professional and five of our team members hold the professional designation of Chartered Retirement Planning Counselor™, CRPC™ focusing on the specific needs of clients planning for and entering retirement.

The Eveland Group has been recognized nationally for excellence, having been awarded the Forbes**"Best-in-State Wealth Management Teams"** list in 2023 and 2024. Published annually in January. Rankings based on data as of March 31 of prior year. Jeff Eveland has been named to the Barron's**"Top 1,200 Financial Advisors"** list in 2023 and 2024. Published annually February - March. Rankings based on data as of September 30 of prior year.

Our team is entrusted with over $900 million in client balances as of March 31, 2024. Let us show you how we can work together to create a financial approach designed around you, your goals and your aspirations.

Thursday, February 8th 2024| 5:30 PM
2024 Market Outlook Webinar--PM SESSION

Join us for an informative market outlook webinar to kick off 2024!

Please choose the time that is most convenient for you and click on the WebEx link to register. Registration is required prior to the event.

Thursday, February 8th 2024| 11:30 AM EST
2024 Market Outlook Webinar--AM SESSION

Join us for an informative market outlook webinar to kick off 2024!

Please choose the time that is most convenient for you and click on the WebEx link to register. Registration is required prior to the event.

Meet Our Team
Jeffrey Eveland,

CFP®,CPFA™,CRPC™

Managing Director, Wealth Management Advisor
703.779.2130
Trevor Ikwild,

CRPC™

Vice President, Senior Financial Advisor
703.779.5376
Matthew H Wright,

CPFA™,CRPC™

Vice President, Senior Investment Manager
703.779.2017
John Bennett
Senior Relationship Manager
703.779.5377
Hannah L. Forer,

CRPC™

Assistant Vice President, Investment Management Specialist
703.779.8751
Jessica Griffith Perry,

CRPC™

Wealth Management Specialist
703.779.3640
Donna Marie Carney
Wealth Management Client Associate
703.779.5365
Douglas Fernando Lara
Registered Wealth Management Client Associate
703.779.5364
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.
Adam J. Ward
Retirement Specialist
Keller Hardy
Senior Wealth Management Lending Officer
NMLS #1043656
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.