Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Martin grew up in the Northern Virginia area. After attending Bishop O'Connell High School, he studied at Virginia Tech and graduated in 1977. He immediately started his 36 year career at State Farm insurance - first as a State Farm agent in Reston, Virginia and then in 1995 transitioned to management. He retired in March 2013 and started his Merrill Lynch career in April.
Martin is a parishioner of St. Thomas Aquinas, a member of the Knights of Columbus, a volunteer at Charlottesville Catholic School and The Covenant School, and member of the Charlottesville Committee on Foreign Relations. In addition, he is President of the Charlottesville Chapter of the Virginia Tech Alumni Association. He consistently seeks to embody Virginia Tech's motto of Ut Prosim or "That I May Serve" both in his work and in the community.
With a career in the financial services industry for over 40 years, he focuses on clients' goals and concerns. As a Senior Financial Advisor, he utilizes the goals-based wealth management process that complements his ability to help clients pursue the financial lifestyle that is most meaningful to them. Each plan is customized with an emphasis on asset preservation and a lifetime of retirement income.
Martin is a problem solver who works to simplify clients' financial lives. He assists clients, their families, and businesses in understanding the range of priorities and strategies - including tax minimization strategies, retirement income, wealth transfer and estate planning services - that may be customized to fit their personal circumstances and their own unique feelings and attitudes.
He is a CERTIFIED FINANCIAL PLANNER™ certificant,a designation awarded by the Certified Financial Planner Board of Standards, Inc.
*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 indivuduals who successfully complete CFP Board's initial and ongoing certification requirements.
Our team is involved with local communities, assisting charitable organizations such as St. Thomas Aquinas. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
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 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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.