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Marsh, Stone, Huang & Associates

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Marsh, Stone, Huang & Associates

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Merrill Lynch
Wealth Management

Marsh, Stone, Huang & Associates is here to help you pursue life's most important goals -- yours. Every member of our team is dedicated and believes you are entitled to the highest level of personalized service and care, placing you at the center of the wealth management process.

Welcome

The Marsh, Stone, Huang & Associates group is here to help you achieve life's most important goals -- yours.

Whether considering family, giving, home, health, leisure, work, or retirement you have goals and concerns that are important to you.

By exploring your life priorities and associated concerns, Marsh, Stone, Huang & Associates connects you with the right services to assist you with what matters most. This includes providing personalized recommendations that are flexible enough to adapt to your goals throughout your lifetime.

The process begins with an understanding of your life priorities, your investment personality and your personal financial goals. It progresses to your financial strategy. It culminates with an integrated wealth management plan designed to help you achieve the best life for you and your family.

Based in Tysons Corner, VA and serving business owners, executives, professionals and their families throughout the United States, the team looks forward to the opportunity to serve you.

Key Services Provided

    • Retirement Planning
    • Healthcare & Long Term Risk Mitigation Strategies
    • Education Funding
    • Investment & Risk Management Strategies
    • Estate & Legacy Planning Services
    • Business Transition Counseling
    • Philanthropic Giving
    • Access to Banking Services through Bank of America, N.A.

What you can expect from Marsh, Stone, Huang & Associates:

Qualified Goals-Based Team

    • The Team strives to maintain the highest standards of client-focused advice & guidance
    • The Team holds several industry certifications & exceeds all continuing education.
    • The Team’s approach puts you, rather than the market, at the center of everything we do.
A Complete Understanding of Your Life & What You Hope to Accomplish
    • A Customized Plan will be designed specifically in pursuit of your personally meaningful goals.  Once shared, your financial goals become our goals.
    • The team will seek to provide an overall discipline & organization to your resources.
    • This includes quality, disciplined Wealth, Investment & Liability Management Advice and Guidance.
Monthly Contact
    • Personalized Service that includes monthly updates/recommendations to help ensure you remain on-track to accomplish our shared goals.
    • Customized statements detailing all account information (available in accordance with your preferences - hard copy &/or electronically)
    • Access to MyMerrill & My Financial Picture in order to build upon & maintain a more complete view of your overall financial affairs & fitness.
Semi-Annual Goals-Based Portfolio Review
    • Customized Semi-Annual Review package, designed to discuss (in-person or by conf. call) progress to goals & to help ensure compliance with your objectives, financial strategy & the inevitable (& often unforeseen) changes that occur in life.
    • Adjust & rebalance your portfolio in conjunction with our semi-annual review.
    • Assess cash flow requirements &/or changes to your financial needs.
Annual Goals-Based Progress Review
    • Discuss & address any changes to your life priorities.
    • Conduct a more in-depth examination regarding progress toward your goals.
    • Affirm that your wealth management strategy is aligned to your priorities & resources.

Meet the Team

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.

Additional Resources

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.

James Brennan

James Brennan

Trust Specialist

Bank of America, N.A.

Adil Usufzai

Adil Usufzai

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #952278

William K. (Bill) Flanigan

William K. (Bill) Flanigan

Employee Benefits Specialist

Bank of America, N.A.

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

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.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


      Merrill_Capabilities_Brochure.png

      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.



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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      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.

      Adjusting your investment approach as your life and the markets change.

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