Nader Tamadon

Advisor at Merrill

Updated today

Location

Alexandria, VA 22314

Credentials

Series 66

Industry experience

15 years

About

Nader Tamadon is the Resident Director and Wealth Management Advisor at Merrill Lynch, specializing in providing tailored financial strategies for families and closely held business owners. He focuses on wealth preservation, tax minimization, education funding, estate planning, retirement income navigation, and business succession. With expertise in exit planning, Nader facilitates structured and coordinated approaches for business owners preparing for growth, succession, or a sale, emphasizing pre-liquidity strategies, succession planning, and life-after-sale objectives. His collaborative method involves aligning CPAs, estate attorneys, bankers, and other specialists to support clients' financial goals.

Nader holds a Bachelor's degree in Finance from Towson University and an MBA in Management from Hofstra University. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned several industry credentials, including Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA), Accredited Wealth Management Advisor (AWMA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English and Persian, he also participates in professional and community organizations such as the Tahirih Justice Center and is affiliated with the Baha'i Faith.

Outside of his professional work, Nader enjoys baseball, basketball, football, golfing, and spending time with his family.

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

Business exit / sale strategy Business succession planning Tax strategies for small businesses Concentrated stock management College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Young Families Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

1900 Duke St

Alexandria, VA 22314

Most active in

Texas · Virginia

Work history

Bank Of America, N.a.

2011 - Present (15 years)

Merrill

2011 - Present (15 years)

Disclosures

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

Business activities & affiliations

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Wealth management Annuities
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