Greene, Metcalfe, Cole, and Associates

Merrill Lynch Wealth Management
11951 Freedom Drive
Suite 1750
Reston, VA 20190
(703) 464.8839
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At Merrill, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch Wealth Management, we’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
Greene, Metcalfe, Cole, and Associates
Welcome

We believe that our experience and integrity, combined with our access to the broad investing resources of Merrill Lynch Wealth Management, form the cornerstone of client relationships and satisfaction. Our professional designations include: CERTIFIED FINANCIAL PLANNER™, CFP® certification, CIMA® (Certified Investment Management Analyst®), and CPWA® (Certified Private Wealth Advisor®).

Recognition
Andrew Greene
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Greene, Metcalfe, Cole, and 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.)
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About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
Andrew Greene,

CFP®, CPWA®

Senior Vice President, Wealth Management Advisor
703.464.8839
Jonathan Metcalfe,

CIMA®

Senior Vice President, Wealth Management Advisor
703.464.8807
Elizabeth Cole
Senior Vice President, Senior Financial Advisor
703.464.8829
James FitzGerald
Financial Advisor
703.464.4326
Andrea B Vice
Assistant Vice President, Wealth Management Associate
703.464.4323
Krystal Kono
Officer, Wealth Management Client Associate - RDA
540.899.2462
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.
Keller Hardy
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1043656
English Koontz
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Faith Goodwin
Financial Solutions Advisor
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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.