MFHK Wealth Management Group

Merrill Lynch Wealth Management
187 Parfitt Way SW
Suite 100
Bainbridge Island, WA 98110
(206) 855.4443
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MFHK Wealth Management 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.
MFHK Wealth Management Group
Welcome

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you’d like to be tomorrow. We will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Recognition
MFHK Wealth Management 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
Welcome

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. We will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Team
Michael Maroni
Managing Director, Senior Financial Advisor
206.855.4460
Terry Fuerst
Senior Vice President, Senior Financial Advisor
206.855.4447
David Holt,

ChFC®, CRPC™

Vice President, Wealth Management Advisor
206.855.4443
David Kopij
Vice President, Senior Financial Advisor
206.855.4464
Andrew Beason,

AWMA™, CRPC™

Wealth Management Advisor
206.464.2614
Tyler Mooney
Financial Advisor
206.855.4465
Laryn F Vella,

CRPC™

Assistant Vice President, Wealth Management Specialist
206.855.4459
Monica Price
Wealth Management Client Associate (FP)
206.855.4458
Jonathan Minner
Officer, Registered Senior Wealth Management Client Associate
206.855.4440
Mykael Connor Glass
Registered Wealth Management Client Associate
206.855.4442
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.
Nissrine El Hamouche
Wealth Management Banking Specialist
Merrill
Ryan Osburn
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432311
Merrill Lynch Logo
Paul Stauffer
Wealth Strategist
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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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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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.