Eugene M. McGuire, Jr, CFP® Senior Vice President, Wealth Management Advisor, Portfolio Manager, has been a financial advisor with Merrill Lynch Wealth Management since 1993. Named to the 2023 Forbes “Best-in-State Wealth Advisors” list, 2023, 2022 Published annually Jan - April. Rankings based on data as of June 30 of prior year.* Gene has 30 plus years of experience in providing financial and wealth management advice. His areas of focus are wealth planning, money management, employee sponsored or retirement plan distribution strategies, concentrated stock positions, and estate-planning services in coordination with his clients estate planning attorney who develops an estate plan. Gene works with clients to develop a customized plan that organizes all aspects their financial life. The plan he prepares acts as a road map for designing the strategies necessary to achieve long term financial success. The planning-based process focuses on client’s financial needs, short and long-term objectives, time horizon and risk tolerance. Once the plan has been implemented, Gene will periodically review the progress with clients to make certain that the strategy remains aligned with the clients overall financial needs. Gene works with clients who are predominantly affluent families, corporate executives, and successful business owners who value the total wealth management approach. Gene lives in Vienna, Virginia with his wife Kate, daughter Reagan, and son Jack. He is a graduate of The Catholic University of America, where he studied finance & economics. *Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 4, 2023. Rankings based on data as of June 30, 2022.* Data provided by SHOOK® Research, LLC. Data as of 6/30/22. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.