Tessa Barrett
I am a CERTIFIED FINANCIAL PLANNER® professional and Wealth Management Advisor with Merrill Lynch in the Greater Washington DC area, where I help high net worth individuals and families-including athletes, entertainers and other high-performing professionals-develop customized strategies to manage and grow their wealth.
My approach is grounded in the same discipline and long-term mindset I learned as a collegiate All-American runner at Penn State and two-time winner of the Marine Corps Marathon.
I understand firsthand the unique challenges of balancing performance, career transitions and financial decisions that often come with variable income and short earning windows. At Merrill, I draw on the firm's extensive resources and collaborative approach to help clients address:
• Managing variable income and liquidity events
• Structuring Investment and Savings plans for stability and growth
• Coordinating tax and estate considerations with clients
I hold both the CERTIFIED FINANCIAL PLANNER® certification and Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation. My goal is to help clients make informed decisions and build lasting financial confidence.
To take the next step, send me a note and let's talk.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
