Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Darren Banh joins Merrill Lynch since 2007 as a Financial Advisor and is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Darren also holds the Chartered Retirement Planning CounselorSM designation. Darren offers clients personalized recommendations on retirement planning services, wealth preservation, and wealth management.
Darren graduated from George Mason University where he majored in Economics and Business Management. Darren was also a Division One collegiate athlete in Cross Country and Track & Field. In his spare time, he enjoys spending time with family and playing chess, lacrosse, basketball, and swimming. Darren currently resides in Springfield, VA with his wife and two children.
Darren can offer goals-based wealth-management strategies tailored to your goals, risk tolerance, liquidity needs, and time horizon. He can review your progress together with you and make adjustments as desired.
No matter where you are on the road to retirement, Darren can help you pursue your goals. If you have just started, he can work with you to develop a long-term investment strategy. If you are already investing, he can review your progress and refine your strategy. If you are near retirement, he can assess your current investment status and future goals. If you are already retired, he can focus on different strategies that would help maintain the lifestyle you desire.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.
English & Vietnamese
George Mason University
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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.
Senior Wealth Management Lending Officer, NMLS # 609869
Director, Retirement Plan Specialist
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.
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.
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.
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.
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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*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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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.
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.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.