Alexandria, VA Duke St Office

Katherine Mcsween is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides integrated strategy, implementation, and service to a select group of clients nationwide. She works with a diverse clientele, including small-business owners, executives, and multi-generational families, with a particular sensitivity to the financial needs of women through all life stages. Katherine's expertise encompasses investment management, trust and estate planning services, credit and banking through Bank of America, retirement planning strategy, and philanthropy. As a Portfolio Manager, she manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She began her wealth management career in 2007 and holds the Personal Investment Advisor (PIA) designation. Katherine earned her Bachelor's Degree from James Madison University. Outside of work, she enjoys fitness and embraces it as a way of life, pursuing new adventures and physical challenges often with her family and friends. Her personal interests include cooking, interior decorating, reading, running, swimming, tennis, and writing.

Nader Tamadon serves as a Resident Director and Wealth Management Advisor at Merrill Lynch. He leads a team comprising six advisors and three support associates, dedicated to providing comprehensive financial planning and wealth management services. His client base includes business owners, executives, retirees, entertainers, athletes, and their families. The advisory approach focuses on guiding clients through various financial stages with an emphasis on minimizing costs, taxes, and volatility. Mr. Tamadon holds a Bachelor's Degree from Towson University and a Master's Degree from Hofstra University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his family are active in their community, including involvement with the Tahirih Justice Center. Outside of his professional role, Mr. Tamadon speaks English and Persian and enjoys baseball, basketball, football, golfing, and spending time with his family.

Joshua Johnson Journet is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, focusing on wealth management and financial planning. His professional responsibilities include assessing client financial needs and developing tailored investment strategies. Specific details regarding his areas of expertise, prior experience, education, credentials, personal interests, or community involvement have not been provided.

Charmaine Cheng is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. She focuses on empowering clients with knowledge and tools to help manage their financial lives effectively. Charmaine holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her Bachelor's degree from the University of Wisconsin System and a Master's degree from George Mason University. Her professional philosophy centers on helping clients identify what matters most to them and their families to develop strategies that pursue their financial goals.

Cecilia Zurita is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved in several business activities including managing a publishing company and serving as a managing member in multiple real estate-related LLCs. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Damien Barros is a financial advisor at Merrill Lynch Wealth Management. He focuses on building lasting relationships with clients by understanding their financial goals and helping to develop actionable strategies. Damien specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, retirement income, and services for endowments, foundations, and non-profits. He holds a Bachelor's Degree from Virginia Commonwealth University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Damien emphasizes collaboration with other professionals, such as CPAs and estate attorneys, to address clients' broader financial considerations throughout different life stages. Outside of his professional responsibilities, Damien values giving back to the community and maintains a balance between his career and family life. His personal interests include biking, hiking, tennis, basketball, camping, football, golfing, swimming, and traveling. He is a member of the NOVA Tennis League.

Evan Tanner is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, Pinebrook Capital, Merrill Lynch, and TBC. He has a background that includes time at the University of North Carolina at Chapel Hill and work in sports and entertainment. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Raymond Hasser is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing more than 40 years of experience serving client families. Since beginning his wealth management career in 1982, he has worked closely with a diverse clientele, often across multiple generations. His background as a police officer and Military Police in the Army informs a disciplined and thoughtful approach to financial advising, emphasizing goals-based strategies tailored to clients' individual concerns and aspirations. Ray focuses on helping clients navigate areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. He emphasizes a personalized, boutique-like experience by meeting clients in their homes and coordinating proactively with their CPAs and attorneys to align tax and estate planning strategies. His appreciation of behavioral finance shapes his customization of portfolios to align with clients’ comfort levels regarding risk. Ray holds a Personal Investment Advisor (PIA) designation and earned high school diplomas from Ohio University and Wright State University. Outside of his professional role, he enjoys biking, reading, traveling, woodworking, and yoga. He is proud of his family, including his wife Sue and their five grown children.

Jesse Kahn is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management plans for individuals, families, and businesses. He focuses on areas such as college education planning, personal retirement planning, investment consulting for defined contribution plans, portfolio management services, tax minimization, and retirement income. With over 10 years of experience in financial markets, Jesse and his team utilize a comprehensive approach to financial planning that includes cash flow analysis, risk management, investment and retirement income planning, and estate services. He aims to provide a level of service consistent with that of a small, neighborhood business while leveraging the resources of one of Wall Street's largest firms. Jesse's diverse background—born in California, raised in the DC area, and educated in South Carolina—enables him to work effectively with clients from varied backgrounds, particularly those facing the distinctive financial challenges common in the DMV region. Jesse holds a Bachelor's Degree from the University of South Carolina and the Personal Investment Advisor (PIA) professional designation. He resides in the Navy Yard area of Washington, DC, with his wife. Outside of work, Jesse enjoys baseball, music, and spending time with his family.

Pablo Morantes Saa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop personalized portfolio strategies designed to help them achieve long-term objectives. His approach involves ongoing advice and portfolio adjustments as clients' situations change. Pablo specializes in education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Originally from Colombia, he is fluent in English and Spanish, allowing him to serve a diverse client base. He holds a Bachelor's Degree from Purdue University and a High School Diploma from Paul VI Catholic High School. Pablo is a Personal Investment Advisor (PIA) and is a member of the Country Club of Fairfax. Outside of his professional work, he enjoys football, golfing, and tennis.

Julia Ebron is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Bank of America and Merrill for 33 years, providing comprehensive banking and investing advice. Julia focuses on helping individuals and families reach their financial goals through personalized wealth management strategies. Her areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Julia holds professional designations such as Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Julia earned her Bachelor's Degree from the University of Virginia. She values long-standing client relationships and believes in collaboration to develop and achieve clients' goals. Outside of work, she enjoys spending time with her two children, as well as interests including basketball, cooking, fishing, reading, and swimming.

Martha Kim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She works directly with clients to develop financial plans that align with their long-term goals, adapting these plans as clients' situations evolve. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. With 18 years of experience, Martha helps individuals navigate complex financial decisions across various life stages, including pre-retirement planning, major purchases, and education funding. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Martha earned her Master of Business Administration degree from Sungkyunkwan University and a bachelor's degree from Duksung Women's University. She conducts her advisory services in both Korean and English. Outside of her professional role, Martha enjoys activities such as chess, music, painting, photography, reading, and spending time with her family.

Jennifer Roensch is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019, bringing with her nearly two decades of experience in investment banking and wealth management. Jennifer specializes in serving high-net-worth individuals and families, with a focus on areas such as divorce transition planning, employee benefits, executive compensation, family wealth management, personal retirement planning, small business strategies, and socially responsible investing. Born and raised in Mexico and educated in Germany, Jennifer holds a Bachelor's degree in Management from the University of Texas at San Antonio and a Master's degree in Finance from Nuertingen University. She also holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Fluent in Spanish, German, and English, Jennifer's international background enhances her ability to communicate and relate to clients from diverse cultures. Outside of her professional work, Jennifer resides in West Springfield, Virginia with her husband and two daughters. Her interests include cooking, dancing, painting, and traveling.

Michael Kelly is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Merrill since 1979 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates its advisory services with Bank of America’s broader banking and capital markets platform, emphasizing managed accounts and manager-selection capabilities.

James Ventura is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in financial services, having begun his career at Dean Witter Reynolds. James focuses on helping clients manage executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies that align with their long-term goals. James holds a Bachelor's Degree from the University of Maryland and completed an Accredited Certificate Program at Harvard University. He is registered with FINRA, holding the Series 7 and 65/66 licenses, and carries the Personal Investment Advisor (PIA) designation. James is a member of the Harvard Alumni Association and the USTA. Residing in Northern Virginia with his wife and son, James is actively involved in community organizations such as the Alexandria Mentoring Partnership and Historic Alexandria. His personal interests include golfing, reading, and tennis.