Merrill Lynch Special Needs Group of DC, MD, and VA

Location

1152 15th St. Northwest Suite 6000
Washington, DC 20005
United States
202 659 6138
Contact Name: 
Mark Friese
Contact Email: 
Mark_Friese@ml.com

We provide a collaborative approach to Special Needs Planning by drawing upon an extensive network of multi-disciplined professionals including special needs attorneys, managed care professionals, and non-profit advocacy groups to help our clients attain financial success. We provide financial planning, principal and income accounting, bill payment, distribution and valuation assistance, charitable trust administrative services, and planning for lifetime cashflow needs.