Siegel, Martin & Associates

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Get To Know Us

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Mark A Siegel

Mark A Siegel

Wealth Management Advisor

202.659.7259
Patrick M Martin

Patrick M Martin

Senior Financial Advisor

202.659.7365
Kimberly Speese

Kimberly Speese

Financial Advisor

202.659.3094
Beau  Hall

Beau Hall

Financial Advisor

202.659.6072
Michael C Carrig

Michael C Carrig

Registered Client Associate

202.659.3073
Barbara M Suthard

Barbara M Suthard

Client Associate

202.659.7262
David  Kidwell

David Kidwell

Financial Advisor

202.659.7441

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Our entire team shares a common goal: to help clients pursue their personal financial goals, such as planning for and funding children’s educations, helping ensure that money lasts in retirement, and planning for potential health care costs. Everything we do takes into account clients’ personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals. When you succeed, we succeed.

401k Consulting Services

Siegel, Martin & Associates is a leader in the retirement plan industry with a combined 40 years of experience and are committed to developing customized investment plans for corporate retirement plan clients. We are dedicated to helping business owners, plan sponsors, and participants prepare for a sound retirement. Our team is highly qualified to assist companies with improving their existing 401k plan, providing onsite employee education sessions, helping manage fiduciary duties, and establishing executive compensation and Non-Qualified retirement programs.

In 2015, 2016, & 2017, Siegel, Martin & Associates were recognized as one of PlanAdviser's Top 100 Retirement Plan Advisers for their success in the retirement plan industry. Team members hold multiple professional designations including; Certified 401(k) Professional (C(k)P®), Chartered Retirement Plan SpecialistSM(CRPS®), and Chartered Retirement Planning CounselorSM(CRPC®). In addition, Mark and Patrick were also recently recognized by the Financial Times as Top 401 Retirement Plan Advisers in 2015 and 2017.


*As published in the January-February 2017 issue of PLANADVISER. Visit 2017 PLANADVISER Top 100 Retirement Plan Advisers for more information about the measures used to determine the rankings. **Source: The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). For more information about the selection criteria, go to http://www.broadridge.com/news-events/press-releases/Financial-Times-Reveals-the-Top-401-Retirement-Advisers-of-2015.html. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.

Individuals and Business Owners
We focus on developing customized financial strategies for high-net-worth individuals and business owners. While we understand the latest trends, risks and opportunities, we believe that when it comes to managing wealth, the most important thing is understanding you. We strive to build a long-term relationship as we help you navigate financial complexities. We take the time to get to know you- your unique concerns, priorities, risk tolerance, time horizons, liquidity needs and financial resources. As you and the markets change, we will meet to track progress and adjust strategy, as needed.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.