Nader Tamadon

Advisor at Merrill — Alexandria, VA Duke St

Updated today

Credentials

Series 66

Experience

15 years

Location

Alexandria, VA 22314

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,107 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch, where he focuses on assisting clients with a broad range of financial planning needs. His areas of expertise include college education planning, employee benefits planning, executive compensation, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and tax minimization. He works closely with clients to manage their financial affairs and prepare for significant life and business events, including exit planning and succession strategies.

With a bachelor's degree from Towson University and a master's degree from Hofstra University, Nader holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® professional (CFP), Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor® (CPWA), Certified Plan Fiduciary Advisor® (CPFA), Accredited Wealth Management Advisor (AWMA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He speaks English and Persian and collaborates extensively with CPAs, estate attorneys, business bankers, valuation experts, and M&A professionals to align client goals.

Nader is actively involved in his community and professional organizations, including the Tahirih Justice Center and the Baha'i Faith. He resides in Alexandria, Virginia, with his wife and two daughters. Outside of his professional life, he 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 General estate planning guidance

Occupation focus

Founder/Business Owner

Demographic focus

Young Families Women Professionals

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Fee options

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

Alexandria, VA Duke St

1900 Duke St

Alexandria VA 22314

Advisors at this office

21

Most active in

Texas · Virginia

Work history

15 years of industry experience

Bank Of America, N.a.

2011 - Present • 15 years

Alexandria, VA

Merrill

2011 - Present • 15 years

Alexandria, VA

Disclosures

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

Business activities & affiliations

Kevin M

CFP®, Series 65

Washington, DC

Illumint

Hi, I'm Kevin. I'm a financial advisor in Washington, D.C., and the founder & CEO of Illumint. In 2017, I launched Illumint to offer financial planning for Millennials. I specialize in helping our generation answer the question, "Are we going to be ok financially?" For you, this may mean investing more of your savings. Or smartly managing an inheritance. Perhaps you want to put your kids on the right track financially. My work as a Certified Financial Planner™ draws on my past finance experience. I previously held financial roles in the NFL and in the commercial real estate industry. The birth of my first child, though, inspired me to become a financial advisor for Millennials in Washington, DC. Around this time, I noticed that couples like us lacked good options for financial advice. The limited advice that we did receive wasn't specific to our stage in life. And the industry's compensation structure often wasn't in our best interest. I wanted to see more fee-only financial advisors. I wanted to see financial advisors with expertise in student loans and renting vs. buying. I wanted financial planning to start making inherited IRAs, Health Savings Accounts, and 529 plans work for our generation. I work hard to put myself in a position to answer any questions that Millennials have on topics like these. To this end, I serve as a resource for many journalists. Over the years, I've provided insight to the New York Times, Wall Street Journal, Washington Post, CNN, NPR, and NBC News. And I've written for Forbes, Yahoo! Finance, Kiplinger, and Fatherly. I've also worked with employers and brands on a variety of Millennial-driven personal finance events and projects. I've partnered with John Hopkins University, Nestle, and General Assembly, among others. I'm proud to hold an undergraduate business degree from Georgetown University (Hoya Saxa!). I later added an MBA in finance from Georgia Tech (THWg!). Last, but certainly not least, I'm the father of two young boys, who couldn't care less about any of this stuff. They only care that I play with them after school.

Inheritance planning Multi-generational wealth transfer Inherited wealth Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
user avatar

Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Timothy Wesling is a CFP®-certified financial advisor with 22 years of industry experience. He is the sole advisor at Wesling Financial Planning Services Corp. in Alexandria, VA, and has worked at Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates fundamental analysis with both long-term and short-term trading strategies, providing customized Investment Policy Statements and maintaining discretionary trading authority for ongoing engagements.

Divorce financial planning College savings (529s, UTMA, etc.)
user avatar

Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Alexander Levy is a CFA® charterholder and holds a Series 63 license, currently serving as the sole advisor at Noordzee Capital LLC with one year of industry experience. He has held management roles at Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and at Noordzee Consulting LLC, which provides research and consulting services. Noordzee Capital offers advisory services mainly to institutional clients, employer retirement plans, family offices, and high- and ultra-high-net-worth individuals, including a significant non-U.S. client base. The firm’s investment approach centers on fundamental analysis supported by economic and technical tools, providing portfolio management, financial planning, retirement plan consulting, and sector-specific research.

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Monte H

Series 65

Washington, DC

Rockbound Capital LLC

Monte Hoover is a financial advisor at Rockbound Capital LLC in Washington, DC, holding a Series 65 credential with one year of industry experience. He has a background that includes positions at Microsoft and currently serves as a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Rockbound Capital LLC provides discretionary portfolio management services primarily to individuals and high net worth clients using model portfolios that include mutual funds, ETFs, stocks, bonds, treasuries, and REITs. The firm emphasizes asset allocation and Modern Portfolio Theory, operating as a newly formed, single-owner adviser with a distinctive technology and machine-learning research background.

Wealth management Passive / index investing Real estate investing
user avatar

Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
user avatar

Oliver F

Series 65

Bethesda, MD

EM Leaders, LLC

Oliver Fratzscher is the principal of EM Leaders, LLC, an independent advisory firm based in Bethesda, MD. He holds a Series 65 designation and has 13 years of industry experience. Since founding EM Leaders in 2012, he has focused on providing investment advisory services related to emerging markets. EM Leaders serves institutional investors seeking exposure to emerging markets by selecting and monitoring local investment managers across multiple jurisdictions. The firm offers multi-manager and fund-of-fund supervisory services, emphasizing thorough local due diligence and customized investment policy implementation.

Active portfolio management Private / alternative investments Founder/Business Owner
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