Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Mary Robinson Carter is a Wealth Management Advisor and President of the Washington D.C. Chapter of the Women's Exchange at Merrill. Mary looks to create lasting value in clients' financial lives, helping people resolve issues, uncover possible efficiencies, weigh crucial decisions, and plan for the future. She brings high expectations to her work and her team, fostering an environment that demonstrates each client's importance through her care, customization, and attentiveness.
Clients from varied paths look to Mary for assistance. Some are partners, C-Suite executives, and business owners who appreciate the time she creates in their schedules by simplifying the intersection of their personal and professional wealth. Coming from the tech and start-up world, many of her clients look to her for guidance on managing stock concentrations, IPOs, RSUs, and other forms of executive compensation. Other clients include retirees, women, and widows. They sense Mary's genuine interest in helping them organize their wealth, reduce stress, and grow confident as decision-makers. Still, others include investors who have traditionally managed their portfolios but recognize the value of having a trustworthy resource for the years ahead, either to reduce their own time commitments or to nurture a reliable relationship for their loved ones. Finally, nonprofit institutions engage Mary's assistance to support their obligations concerning fiduciary asset management.
Very active in her community, Mary has volunteered with the Ronald McDonald House for years. In addition, she often participates in mission trips with her church and volunteers to give food and clothing to the homeless in the D.C. metropolitan area. She also is a member of the Executive Board for Coco Coalition. This nonprofit organization is devoted to improving the quality of life of black women through mental health and education resources. Eager to give back, she volunteers with Together We Bake and teaches a wealth planning course and financial education classes for abused and underrepresented women looking to re-enter the workforce and move towards self-sufficiency.
As the daughter of a West Point graduate, Mary often moved around a lot in early childhood. Now, she is proud to have put down roots in Fort Washington, MD, with her husband, Brandon Carter. In her free moments, Mary loves listening to live music, hosting friends at her home, gardening, and traveling. As a former Olympic Weight Lifting and cross-fit enthusiast, Mary now enjoys doing physical activities like pilates, boxing, and hiking.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Korean, Persian & English
Elon University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #276332
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.