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266 MCLAWS CIRCLEWILLIAMSBURG,
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Senior Vice President
Senior Financial Advisor
Registered RD Assistant
Steve Mattheisen- Resident DirectorSteve Mattheisen is the Resident Director for the Williamsburg office of the Global Wealth Management Group at Merrill Lynch. In addition, he is a Senior Vice President and Senior Financial Advisor working closely with his customers. He began his career as a Financial Advisor in 1983 serving wealthy families and small closely-held businesses. His areas of emphasis include retirement and estate planning services, open architecture for customized investment strategies and alternative lending solutions. Originally from Fairfax, Virginia, he now resides in White Stone with his wife, Martha. They have three grown children. Steve has been active in the community in a variety of ways. He is a former board member and treasurer for the Williamsburg/James City County Educational Foundation and he co-chaired the citizens committee for the Warhill High School bond referendum in Williamsburg. In addition, he has coached youth basketball, is a strong supporter of the United Way, American Red Cross, and the Williamsburg Soccer Club.
Bryan Beers, CRPC® – Senior Financial AdvisorBryan Beers joined Merrill Lynch Wealth Management in 2009 and is a Senior Financial Advisor and Vice President. Before joining the Williamsburg Merrill Lynch office Bryan worked for American Funds. Bryan holds the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning. Bryan graduated with a degree in Mathematics from the University of Mary Washington in Fredericksburg, VA. Bryan and his wife Bethany live in Williamsburg, VA and have two children, Skyler and Summer.Tammy Jenner - Registered Resident Director AssistantTammy Jenner is a Registered Resident Director Assistant. Originally from Upstate New York, Tammy has been a professional in the financial services industry since 2004. She began her career with AXA Financial and Lincoln Financial and later came to Merrill Lynch in 2010. Often the first point of contact, Tammy focuses on client relationship management and is responsible to handle all administrative and day-to-day operations. Tammy is married to David Jenner, has two sons and resides in Williamsburg, VA. In her spare time, Tammy enjoys spending time with her family, dogs, volunteering with her son’s schools and exercising.Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning
Bryan Beers is registered to do business in : AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, WA, WI
Steve Mattheisen is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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