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Our team educates and leads our clients who are facing a financial transition, helping them achieve their financial goals.
Walker & Associates
Merrill Lynch Wealth Management
11951 Freedom Drive
Suite 1750
Reston VA 20190
(703) 464.8810
(703) 464.8810
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Our team educates and leads our clients who are facing a financial transition, helping them achieve their financial goals.
About Us
Our Team's Philosophy
Our approach is focused on a goal-based financial plan, matching these goals to an appropriate level of investment risk.
To replace your paycheck while in retirement, we implement a bucket-strategy and monitor a prudent cash-level on an ongoing basis.
Combined, our team has over 80-years of experience.
Meet Our Team
Patrick Bischoff,
CIMA®, RMA®
Senior Vice President, Wealth Management Advisor
703.464.8830
703.464.8830
Mary Beth Chavez
Assistant Vice President, Registered Wealth Management Client Associate
703.464.8815
703.464.8815
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.
Amara Aftab Hussain
Wealth Management Banking Specialist
Merrill
Kyle Sylor
Wealth Strategist
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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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.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA,” and “Retirement Management Advisor.” Use of RMA, and/or Retirement Management Advisor indicates that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.