Nader Tamadon
Advisor at Merrill — Alexandria, VA Duke St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Alexandria, VA 22314
Merrill
Institution
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.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Alexandria, VA Duke St
1900 Duke St
Alexandria VA 22314
Advisors at this office
21
Texas · Virginia
15 years of industry experience
Bank Of America, N.a.
2011 - Present • 15 years
Alexandria, VA
Merrill
2011 - Present • 15 years
Alexandria, VA
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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