The Agnew Group

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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.

Edris Alrubeydi

Edris Alrubeydi

Senior Wealth Management Lending Officer, NMLS #483885

Adam J. Ward

Adam J. Ward

Retirement Specialist

James Brennan

James Brennan

Trust Specialist

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, 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 mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Our Philosophy
We want to help clients live well now – without compromising how they plan to live later on. Our philosophy guides our wealth management style and level of service. We believe that:

It is wise to take a long-term view of preserving and growing client wealth. We consider ourselves to be “tax-sensitive tortoises” that are driven by fundamentals. Typically, we favor the stocks of quality companies and evaluate what we believe their expected value will be five or ten years from now. In the short-term, we may look to generate income for clients with high-quality, dividend-paying equities. We remind clients that being overly aggressive can be problematic when their health or job status changes abruptly. 

• The value of an advisor can be measured by the decisions he or she helps a client make. On any given day, we may confer with clients on matters of wealth transfer and philanthropy, pre-nuptial agreements, saving for college and/or planning for a child to return home after graduation, downsizing or purchasing a second home, a special needs trust or caring for aging parents. These real-life challenges are why we encourage clients to call for our guidance, or simply a second opinion. 

• It is critical to proactively assist busy individuals who require an exemplary level of acumen and attention. Talking to clients frequently to review changes in their lives is of great consequence (to them and to us). Looking at matters through their eyes gives us a priceless perspective on needs that clients may not verbalize.
Hands On Approach
Proactive. Responsive. Collaborative. Those three words are at the heart of our client-focused offering.

We strive to be “lifelong advisors” – bringing continuity and integrity to generations of client families during key transitions, when fact-based decisions can preserve their most cherished goals. 

To accomplish that, we focus on connecting with clients in meaningful ways – and connecting the dots in their financial pictures, to bring them greater clarity. We also connect with Merrill Lynch thought leadership, so that the firm’s research and insights can help clients accelerate their success.

On a personal note, we believe that many clients feel comfortable opening up to us, about their concerns and dreams – both financial and personal. While our knowledge of clients’ favorite restaurants, kids’ names (and even dogs’ names) doesn’t directly affect our ability to serve them, it does reflect our familiarity with clients, how often we speak, and how well we listen. It is not uncommon for us to orchestrate a “family meeting” to discuss a trust or business succession, or to stay in touch almost daily, to monitor a client’s changing career or health situation.

At The Agnew Group, we measure our effectiveness by the lives, lifestyles and legacies we help clients enjoy.
Impressive Clientele

Clients fascinate us, which is why we serve them so enthusiastically.

Many are strategically minded – having served our country as former military, Foreign Service, and government knowledge workers. (On their behalf, our deep knowledge of the government retirement system and plan options can prove beneficial.) Other clients are intrigued by details and how we build a cohesive financial strategy to account for plenty of moving parts. They include engineers, rocket scientists, oceanographers, and technology entrepreneurs.

On behalf of men, women, and traditional and non-traditional couples residing in Northern Virginia, up to Baltimore, and across the nation, we apply our years of experience in the private and public sectors – to help them address financial changes in their lives and livelihoods. We also help clients plan and prepare for likely and unlikely circumstances, and account for the impact of financial decisions on their children and grandchildren.

While diverse in profession, clients typically don’t have the time to invest on their own or chart a wise financial course. On the other hand, clients’ intellect and interest drive their curiosity and the discussions we have with them. For this, we are grateful. For we learn from clients, as we hope they learn from us.

We hope to have the opportunity to learn from – and serve you – as well.

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.

    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 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

    • 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'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. Merrill Lynch Wealth Management 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 Wealth Management 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 Wealth Management Advisor.

    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, 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.