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Matthew C

Series 66

Vienna, VA

Merrill

Matthew Carmichael is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop personalized strategies to pursue short-, mid-, and long-term goals. His approach integrates investment guidance, retirement planning, education funding, and wealth management, with access to Bank of America resources for banking, lending, and credit solutions. Matthew holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Virginia. He is involved with the Benevolent and Protective Order of Elks, reflecting his engagement in community activities. Outside of work, Matthew's interests include adventure sports, basketball, football, reading, and spending time with his family.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Young Professionals
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Stephanie Z

Series 66

Vienna, VA

Merrill

Stephanie Zebrowski is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephanie's expertise centers on helping clients navigate life transitions and achieve both short-term and long-term financial goals through a detailed, collaborative planning approach. She has assisted clients with planning for events such as marriage or divorce, funding children's education, employment changes, and retirement. Additionally, she has completed ongoing training through Merrill's Insurance Accreditation Program, enabling her to provide services involving Life Insurance, Annuities, and Long Term Care Insurance. She graduated from the University of Mary Washington and joined Merrill Lynch Wealth Management in 2000. Outside of work, Stephanie enjoys antiquing, gardening, scrapbooking, spending time with her family, and watching movies.

Wealth management Annuities Long-term care insurance General retirement planning Retirement income strategy Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Eric C

Series 63, Series 65

Vienna, VA

Merrill

Eric Candelori is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He focuses on portfolio management and is responsible for developing investment strategies and disciplines for the Evans-Candelori Group. His client expertise includes education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management, Eric served as an officer in the United States Marine Corps. He holds a Bachelor’s degree from American University and an MBA from National University, which he earned while on active duty. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Eric has been involved with nonprofit organizations and currently serves as Vice Chairman of the Marine Corps Scholarship Foundation as well as a director with Navy Mutual Aid Association. He resides in Vienna, Virginia with his wife and two children. His personal interests include biking, golfing, reading, running, swimming, and traveling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans Parents
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Michael J

Series 66

Vienna, VA

Merrill

Michael Johns is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a Financial Advisor since 2004. He specializes in developing personalized financial strategies tailored to each client's unique goals, leveraging insights from Merrill and banking solutions from Bank of America to address a broad range of financial needs. Michael’s expertise encompasses family wealth management, legacy planning, retirement income, portfolio management, and strategies for both individual and corporate investments. Prior to his advisory role, he spent 22 years in financial and accounting positions at Lockheed Martin. He holds a bachelor's degree from Shepherd University and the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, Michael enjoys sports such as baseball, football, golf, and ice hockey, as well as scuba diving, traveling, and spending time with his family. He is married with two adult children.

Wealth management Retirement income strategy General retirement planning Married/Couples/Partners Parents
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Sholanke W

Series 66

Vienna, VA

Merrill

Sholanke Woody is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she employs a comprehensive approach to wealth management, focusing on understanding her clients' unique needs and values. She offers personalized wealth management strategies and provides access to investment insights from Merrill as well as banking and lending solutions from Bank of America. With expertise in areas including college education planning, divorce transition planning, services for endowments and non-profits, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income, Woody aims to help clients pursue their financial goals. She emphasizes building long-term relationships and delivering service that aligns with clients' specific life objectives. Woody holds a Bachelor's Degree from Virginia Commonwealth University and is a Personal Investment Advisor (PIA). She participates actively in professional organizations such as the Northern VA Black Chamber of Commerce and the Tysons Chamber of Commerce. Committed to community involvement, she volunteers with organizations including Devotion to Children, Food for Others, and My Sister's Place. In her personal time, Woody enjoys basketball, football, gardening, spending time with her family, traveling, and watching movies.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Women's Finance Women Professionals
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Christopher D

Series 63, Series 65

Vienna, VA

Merrill

Christopher Dettra is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, 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.

Tax-loss harvesting Active portfolio management Wealth management
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Mark F

Series 66

Vienna, VA

Merrill

Mark Farney is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on financial planning and goal-based investment decisions to help clients manage their finances in a way that aligns with their personal hopes and dreams. His professional philosophy centers on assisting families to achieve peace of mind through trusted financial advice. Mark holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from the University of Washington. His expertise lies in crafting financial strategies that aim to alleviate the stress and worry often associated with money management. In addition to his professional work, Mark is involved with the communities of Breakthrough T1D and the YMCA of Greater Seattle.

General retirement planning Retirement income strategy Income planning Wealth management Financial Professional
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Paul C

Series 63, Series 65

Vienna, VA

Merrill

Paul Chrisman is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1985 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth clients, and institutional organizations.

Tax-loss harvesting Active portfolio management Wealth management
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David B

Series 66

Vienna, VA

Merrill

David Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America N.A., Merrill Lynch, and Northwestern Mutual, among others. Merrill, together with its affiliate Managed Account Advisors LLC, 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.

Tax-loss harvesting Active portfolio management Wealth management
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Zachary H

Series 66

Vienna, VA

Merrill

Zachary Hopeck is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America, Southworth Development, and Pearson Smith Realty. He has also been involved with the R & D Baseball Academy for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Eugene M

Series 63, Series 65

Vienna, VA

Merrill

Eugene Mc Guire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 1993. He specializes in wealth planning, money management, retirement plan distribution strategies, management of concentrated stock positions, and estate-planning services. Eugene collaborates with estate planning attorneys to develop comprehensive estate plans for his clients. With over 30 years of experience, Eugene works primarily with affluent families, corporate executives, and successful business owners, helping them develop customized financial plans that serve as road maps to achieve long-term financial success. He periodically reviews these plans with clients to ensure alignment with their evolving financial needs and goals. Eugene holds a bachelor's degree in finance and economics from The Catholic University of America. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Eugene is involved in his community through activities with his church, Cub Scouts, and Little League Baseball. He enjoys fishing, golfing, reading, skiing, and spending time with his family.

Wealth management Retirement withdrawal strategies Retirement income strategy Concentrated stock management General estate planning guidance Founder/Business Owner Executive
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David B

Series 66

Vienna, VA

Merrill

David Bjorklund is a Wealth Management Advisor and Senior Portfolio Advisor with the MacNamara Group at Merrill Lynch Wealth Management in Tysons Corner, VA. He began his career with Merrill Lynch as an intern in 2017 and joined the team full-time in June 2018. David is involved in managing client trades, onboarding new clients, and providing personalized financial advice during client meetings. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on delivering tailored financial strategies to help clients achieve their long-term goals. David holds a Bachelor's Degree in Business Administration with a concentration in Finance and a minor in Information Systems from Loyola University Maryland. During his time at Loyola, he was a varsity rower, participated in the first-year orientation program, studied abroad in Copenhagen, and contributed to managing the university's endowment fund. He also holds the designation of Personal Investment Advisor (PIA). He grew up in Potomac, Maryland, and currently lives in Silver Spring, Maryland with his fiancé. David is an Assistant Scoutmaster with the Boy Scouts of America and enjoys camping, hiking, scuba diving, skiing, traveling, and practicing yoga in his free time.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Family Business
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Justin W

Series 66

Vienna, VA

Merrill

Justin Wilson, CFP®, serves as a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and is a financial advising partner of Cammiso, Wilson, and Associates in the Merrill Tysons Corner office. In this role, he works with hundreds of clients and their families to navigate complex financial decisions and help them achieve their financial planning goals. Justin's expertise spans a wide range of areas, including retirement planning, constructing goals-based investment portfolios, college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Prior to joining Merrill Lynch in 2016, he worked as a recruiter in the IT industry. He earned his Bachelor's degree in Entrepreneurship, Innovation and Technology Management from Virginia Tech's Pamplin College of Business in 2015. Justin holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). He is a member of the Sigma Nu Fraternity. Justin lives in Sterling, Virginia, with his wife Jessica, daughter Reagan, and their Fox Red Labrador Retriever Stella.

General retirement planning Wealth management Active portfolio management
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Shaghayegh T

Series 66

Vienna, VA

Merrill

Shaghayegh Tehranian is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America Merrill in various roles since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Heather F

Series 66

Vienna, VA

Merrill

Heather Fischer is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at several notable firms including Morgan Stanley, Wells Fargo Clearing, Ameriprise, UBS Financial Services, and Citigroup Global Markets prior to joining Merrill in 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Tai A

Series 66

Vienna, VA

Merrill

Tai Al Tae is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Morgan Stanley, among other firms. Outside of finance, he is the sole proprietor of a car rental business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jason M

Series 66

Vienna, VA

Merrill

Jason Murphy is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010, with a brief tenure at Morgan Stanley and Bank of America in between. Outside of his advisory role, he has a joint ownership interest in rental property with his spouse. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Leah B

Series 66

Vienna, VA

Merrill

Leah Bae is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been affiliated with Merrill and Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, 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 plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Connor G

Series 66

Vienna, VA

Merrill

Connor Gray is a financial advisor at Merrill in Vienna, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill in 2022, he worked at New Day USA from 2020 to 2022 and CBRE from 2016 to 2019. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Yvonne W

Series 66

Vienna, VA

Merrill

Yvonne Wyer is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, 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.

Tax-loss harvesting Active portfolio management Wealth management
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