Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Qazi, Martin & Associates is a Financial Advisory team located in the Washington DC office of Merrill. The group works with high net-worth individuals and families as well as non-profit organizations and assists them in conceptualizing and prioritizing their aspirations. Using a goals-based wealth-management process, they develop highly detailed wealth management strategies that incorporate all aspects of financial life, including but not limited to retirement planning, education planning, debt management, estate planning services and investment management.
Always putting the interests of their clients first, the team utilizes Merrill’s industry leading open architecture investment platform, which provides them with access to a broad array of investment strategies as well as hundreds of institutional investment managers. Leveraging the resources of the largest financial services firm of its kind, Qazi, Martin & Associates delivers the client service experience of a boutique firm with the depth and sophistication of a global wealth management platform.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “America’s Top Next-Generation Wealth Advisors” 2019
Forbes “Best-in-State Wealth Advisors” 2019 and 2020
Supported by the global resources of Merrill, our 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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #276332
Senior Structured Credit Executive
Bank of America, N.A.
AI Regional Specialist
Merrill Lynch
September 24th, 2020|4:30 PM - 5:30 PM EDT
As the United States and the world grapple with the devastating impact of
the COVID-19 pandemic, America’s “historian-in-chief” Doris Kearns Goodwin
reflects upon our shared past to put into context this defining moment in our
nation’s history: A crisis so daunting, so deadly and economically damaging
that it has completely upended our everyday lives. History provides lessons.
History provides solace. History provides hope.
December 28th, 2020
This is a three day conference where we'll bring you three engaging speakers each day to help you plant a seed of positive change for the year to come.
· Learn ways to optimize your immune system from a doctor and nutritionist that has been seen on Dr. OZ and The Today Show
·Get an in depth educational review of what’s happening in the economy and the stock market from an industry expert
·Learn techniques to help you manage your stress in times of uncertainty
·Discover proven strategies from an executive performance coach on how to manage your energy levels so you can live a high performance lifestyle at home and at work.
·Participate in a live workout with a Spartan Race and ultra-marathon champion and co-host of ESPN’s Spartan Race Challenge.
·Learn how to manage your professional image in a digital environment from an internationally recognized brand and image consultant.
Register for Day 1 https://goto.webex.com/goto/onstage/g.php?MTID=e919aac30cf388a1cab267b83f85bb13c
December 29th, 2020
This is a three day conference where we'll bring you three engaging speakers each day to help you plant a seed of positive change for the year to come.
· Learn ways to optimize your immune system from a doctor and nutritionist that has been seen on Dr. OZ and The Today Show
·Get an in depth educational review of what’s happening in the economy and the stock market from an industry expert
·Learn techniques to help you manage your stress in times of uncertainty
·Discover proven strategies from an executive performance coach on how to manage your energy levels so you can live a high performance lifestyle at home and at work.
·Participate in a live workout with a Spartan Race and ultra-marathon champion and co-host of ESPN’s Spartan Race Challenge.
·Learn how to manage your professional image in a digital environment from an internationally recognized brand and image consultant.
Register for Day 2 https://goto.webex.com/goto/onstage/g.php?MTID=e087c797f2b8828fe0adf08d4bc1e94c5
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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 we can help you create a financial approach that reflects your personality. Only then can we 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. |
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