The MCNW Group

Merrill Lynch Wealth Management
401 Union St
Seattle, WA 98101
(206) 464.8582
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At MCNW, you are our focal point. Your needs, interests, and aspirations energize and inspire us, resulting in a client experience that underscores our commitment to you and the people you value.
The MCNW Group
Welcome

Your wealth is extremely important—to you, to the people you love, and to the causes you value. At The MCNW Group, we never lose sight of the seriousness of our mission or the value of your trust. We look to add meaningful value to your life, encompassing the following features:

  • Guidance to help you capitalize on opportunities.
  • Responsiveness to demonstrate our sense of urgency.
  • Well-being to heighten your ease and lifestyle.
Recognition
Matthew Van Beek
Managing 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.)
Forbes "Best-in-State Next-Generation Wealth Advisors", 2022-2024
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors", 2022-2024
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Planning's "Top 40 Advisors Under 40", 2023
Show more recognition
The MCNW 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
Philosophy

We believe we're exceptional at serving a select clientele. We know your time is precious and we're unapologetic in our pursuit of excellence on your behalf—a spirit that drives our continual improvement and our belief that your best days are ahead. Here are a few of the ways that we look to provide a distinctive experience:

  • Integrative thinking. Your wealth does not progress in neat boxes. Every facet of your finances influences the others—the way you allocate your capital and time, your hierarchy of objectives, your priorities for yourself and others. We understand that confluence, and we honor it. Together, we look to integrate what you want to accomplish, identifying the best ways to pursue your ambitions, harnessing your ingenuity and the collective strengths of our team.
  • Enterprise value. Your wealth provides you with a range of opportunities. Our team strives to support you in deriving the highest and best purpose from your continuum of possibilities. We work closely with you—helping you extend your thinking, consider new ideas, and broaden your opportunity set. Our overarching goal is to see you—and the people you cherish—thrive, generating momentum that can help you create the life and legacy you envision.
  • Wholeness and fulfillment. Your wealth should be a force for good in your life. Our team strives to make your life appreciably better, focusing on four discrete areas:
  • Strategy. Your wealth strategy lends direction and shape to your finances, reducing friction and helping you capitalize on possible advantages. Our partners are deeply immersed in the complexities of substantial wealth, helping front-run issues and proposing ways to make your wealth progress more smoothly.
  • Specialization. The intricacies of substantial wealth can sometimes require an additional perspective. We regularly engage specialists—both within our team and across our considerable network —to confirm you are receiving the most timely and thorough advice.
  • Service. You know when you are well served. We have invested heavily in our service team to relieve you of the administrative burdens that significant wealth can pose. Our professionals execute with conscientiousness and discipline, earning your trust.
  • Simplicity. Our goal as a team is to calm down complexity, relieve worry, and impart the confidence we have in you and in each other. To speak with one of our Advisors, please see the red "Contact Us" button at the top of our webpage. We welcome the opportunity to discuss your needs relative to our capabilities.
Friday, November 15th 2024| 8:30 a.m.
Morning Coffee and Markets

Join us as Matt and Chris share their thoughts on recent market events.

Meet Our Team
Matthew Van Beek,

CPFA™, CPWA®, CKP®,

Managing Director, Wealth Management Advisor
206.464.2663
Christopher Jay,

CPFA™, CPWA®

Senior Vice President, Wealth Management Advisor
206.464.2658
Nathan Skow,

CPFA™, CRPC™, CIMA®

Senior Vice President, Wealth Management Advisor
206.464.8620
Jeffrey Christenat
Senior Vice President, Wealth Management Advisor
206.464.2661
Jennifer C Wynn
Assistant Vice President, Wealth Management Associate
206.464.8564
Charles F Bentley
First Vice President, Wealth Management Specialist
206.464.4386
Dylan T. Abrams,

CRPC™

Assistant Vice President, Wealth Management Specialist
206.464.4394
Zachary Joss
Team Financial Advisor
206.464.2637
Micahl Nicolas Agbayani Ong
Wealth Management Client Associate
206.464.2624
Greg Tognan
Greg Tognan
Wealth Management Specialist
206.464.4326
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.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Ryan Osburn
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432311
Maurizio Garofalo
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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 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.