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Adama Hawa Diallo

Advisor at Merrill — Frederick, MD Buckeystown Pike

Updated today

Credentials

Series 66

Experience

4 years

Location

Frederick, MD 21704

Merrill logo

Merrill

Institution

Total advisors

25,562

Across 3,167 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Adama Diallo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019 and previously spent six years with Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Frederick, MD Buckeystown Pike

5704 Buckeystown Pike

Frederick MD 21704

Advisors at this office

1

Most active in

Maryland · Texas

Work history

4 years of industry experience

Merrill

2019 - Present • 7 years

Columbia, MD

Bank Of AMerica

2016 - 2022 • 6 years

Frederick, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeremy V

CFP®, CPWA®

Frederick, MD

Flower City Capital LLC

Jeremy joined Flower City Capital in February of 2026, bringing extensive experience advising individuals and families on their wealth management goals. As a Senior Wealth Advisor, he delivers a highly personalized approach to financial planning, building trusted, long-term relationships while thoughtfully addressing complex financial needs. Prior to joining Flower City Capital, Jeremy was a Financial Advisor at Turning Point Financial. He holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA) designations. Jeremy graduated from Hood College in Frederick, Maryland with a Bachelor of Arts in Business Administration with a concentration in Finance. He lives in Hagerstown, Maryland, with his wife Emily and their daughter, Abigail. In his free time, he enjoys playing basketball, spending time outdoors, and watching sports.

Wealth management General retirement planning General tax planning Retirement withdrawal strategies Social Security optimization
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Roy B

Series 63, Series 65

Frederick, MD

Priority Financial Advisors, LLC

Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Annuities
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Patricia B

CFP®, Series 65

Walkersville, MD

AAA Advisory LLC

Patricia Bush is a CFP® and holds a Series 65 license, with six years of experience in the financial advisory industry. She is the sole advisor at AAA Advisory LLC and has prior experience at Squire, Lemkin + Company, LLP. Outside of advisory services, she works as a tax consultant at Bestgate Tax & Accounting Advisors, LLC, focusing on tax review and preparation. AAA Advisory LLC provides fee-only financial planning and tax preparation services primarily to individual and high-net-worth clients through virtual, project-based engagements. The firm combines fiduciary financial planning with in-house tax preparation and affiliated tax consulting, offering written investment recommendations based on Modern Portfolio Theory without discretionary asset management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jeyamariappan G

CFA®, Series 65

Clarksburg, MD

Samatva Wealth Management LLC

Jeyamariappan Ganapathy is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Samatva Wealth Management LLC since 2015 and previously worked at Senaissance Software. Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and focuses on a long-term investment horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds.

General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Christopher R

CFP®, Series 63, Series 65

New Market, MD

Applied Financial Wisdom

Christopher Ruspi is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He has been with Applied Financial Wisdom since 2012 and also maintains an affiliation with LPL Financial. Outside of his advisory work, he owns a travel blog. Applied Financial Wisdom provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan allocation services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on a proprietary top-down forecast that incorporates fundamental, technical, and cyclical analysis, utilizing sector rotation, ETFs, individual equities, fixed income, and, when appropriate, options and margin strategies.

Retirement income strategy General estate planning guidance Business ownership considerations
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Sean D

Series 66

Adamstown, MD

DeFrehn Consulting

Sean Defrehn is a financial advisor at DeFrehn Consulting with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of financial advising, he teaches hunter safety classes for the Maryland Department of Natural Resources. DeFrehn Consulting is an independent firm serving clients from Adamstown, MD.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Real estate investing
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