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ONE FREEDOM SQUARE11951 FREEDOM DRIVE
The Reston office has one primary goal: to help affluent households and business owners achieve their financial dreams. While we have our own team of 35 experienced Merrill Lynch Financial Advisors—many with professional designations—we regularly talk to and team with Financial Advisors in our other regional offices so we can help shape client recommendations that reflect our combined knowledge, independent thinking and powerful resources. Before we make suggestions or formulate strategic directions, we take the time to ask questions so we can understand clients’ hopes and dreams, for now and for the future. Our Financial Advisors recognize that no two clients are identical, and they work to customize portfolios for each client, based on specific need, risk tolerance and comfort level. We offer clients access to Merrill Lynch specialists from all over the globe, and help in areas such as estate planning services, philanthropic endeavors, investments, income management, concentrated stock strategies, retirement and wealth transfer. One of our major advantages is being able to provide clients with access to a Wealth Management Banker from Bank of America, N.A., who can review and help strategize cash management, credit and borrowing needs and opportunities. Business owners and executives can also gain access to the Global Commercial Banking group, which offers strategies and solutions for companies, government agencies and not-for-profit institutions with revenues ranging from $2.5 million to $2 billion. Our goal is to help clients fully integrate and manage all the pieces of their financial lives. We also believe in giving back to the community and our employees lend time and support to a number of local and national non-profit organizations. Call to discuss how a Merrill Lynch Financial Advisor can assist you.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.