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REFLECTION III208 GOLDEN OAK COURT
Suite 400VIRGINIA BEACH,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Senior Financial Advisor
First Vice President-Wealth Management
Senior Vice President
Wealth Management Advisor
Reg Senior Client Associate
Ann T Onhaizer CDFA®Senior Vice President - Wealth ManagementSenior Financial AdvisorStarting her carrer at Merrill Lynch in 1985, Ann Tate Onhaizer is dedicated to providing clients with financial and investment strategies individually tailored to their unique needs and aspirations. Ann works with individuals, families, businesses, and nonprofit groups, helping them accumulate, preserve, and transfer wealth. Ann and her team strive to provide clients with an exemplary level of client service coupled with prudent financial advice. Ann holds the Certified Divorce Financial Analyst® designation.Ann lives in Virginia Beach with her husband, Rusty, enjoying an active lifestyle that includes biking, water sports, and fitness. Ann's support and participation with local organizations help her stay abreast of the needs of charities. She is active in organizations such as the Salvation Army, the Old Coast Guard Station Museum, and her church.Joshua S. Harris, CFP®Senior Vice President - Wealth Management Wealth Management AdvisorAn investment professional in the Financial Services industry since 1999, Josh began his career with Legg Mason Funds in Baltimore, MD shortly after graduation from the University of Virginia. In 2001, he moved back to Hampton Roads and joined a team of advisors at Legg Mason which after two mergers would become Morgan Stanley. In 2010, Josh decided to join Merrill Lynch to take advantages of the breadth of services available within the firm. He focuses on providing customized wealth management strategies for families and businesses.Josh resides in Virginia Beach with his wife, Jennifer and two daughters, enjoying the outdoors and spending time volunteering. He currently serves as President of the Hope House Foundation, an organization serving local individuals with developmental disabilities and is a board member of the Elizabeth River Project. Previously, Josh served as a trustee of Hampton Roads Academy and as an officer on the board of the Make-A-Wish Foundation.
Jesse J. King, CFAFinancial Advisor A professional in the financial services industry since 2010, Jesse focuses on providing clients with exceptional personal service while helping them achieve their goals. Prior to joining Merrill Lynch, he served as an analyst/portfolio manager with American Capital Advisory and worked with a closely-held corporation where he analyzed various private investments. Jesse has earned the right to use the Chartered Financial Analyst® designation. A native of Australia, Jesse graduated from the University of Queensland and was Valedictorian of his postgraduate honors program with first-class honors, majoring in finance and accounting. He lives in Virginia Beach with his wife, Jill and daughters, Katherine and Claire. When out of the office, Jesse enjoys playing golf and spending time outdoors with his family. *Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements. *Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
Joshua Harris is registered to do business in : AL, AZ, CA, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WV
Ann Onhaizer is registered to do business in : AL, AZ, CA, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WV
Jesse King is registered to do business in : AL, AZ, CA, CT, DC, FL, GA, IL, IN, KS, MA, MD, MI, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV
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