Lynes & Associates

Merrill Lynch Wealth Management

3 South King Street
Leesburg, VA 20175
(703) 779-4838
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Lynes & Associates
Merrill Lynch Wealth Management
Welcome

Q. What makes Lynes & Associates so special?

A. Merrill Lynch has been leading the wealth management business for more than a century, and we believe this experience gives us a prospective few in the industry can match. We have guided and advised our clients through prosperous and difficult economic times with one goal in mind; putting our client’s interest first. One big reason why Lynes & Associates is helping our clients achieve so much is because of the time and intellectual capital Merrill Lynch allocates to due diligence and research on an array of investment options and strategies.


Q. I am concerned about account fees. How are the Financial Advisors on your team compensated?

A.
Basically we are compensated on the results our clients experience.  We also have strategies that can help reduce account fees and we are mindful of the potention expenses of taxation.

Recognition
Mary Lynes
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Lynes & Associates
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
Services

Q. I have been investing in stocks, bonds and various mutual funds for many years. Does Lynes & Associates understand and work with other types of investments?

A. We do. Portfolios that are solely dependent on traditional stocks, bonds and cash may not always meet the changing needs and expectations of our clients. As a "Qualified Investor" we can introduce you to Alternative Investments that typically pursue investment strategies that are not broadly permitted or exercised in traditional formats.

Q. Can your team help us with financing a new home, refinancing our current residence and home equity loans?

A. This is a key component to achieving your financial goals. Bank of America has many types of home and commercial loans that can help you manage your cash flow.

Q. Does Lynes & Associates offer Trust services?

A. Yes. We work with Bank of America Private Bank. Distinctive capabilities include helping clients preserve and transfer nonfinancial assets like Real Estate, Private business, and Farm and Ranch Land.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.

*Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation ("BofA Corp.").

Meet Our Team
Mary Lynes,

CFP®, CRPC™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
703.779.3641
H. Douglas Lynes
Vice President, Senior Consultant
703.779.4838
Dorothy L. Kelly
Wealth Management Client Associate
703.779.5380
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.
Amara Aftab Hussain
Wealth Management Banking Specialist
Merrill
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.