The GMMT Team - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The GMMT Team

Global Wealth Management

ONE FREEDOM SQUARE
11951 FREEDOM DRIVE
Suite 1750
RESTON, VA 20190

Phone: (703) 464-8839
Email:

Directions to Branch

PROFESSIONAL STAFF

(703) 464-8839 First Vice President
(703) 464-8817 Vice President
(703) 464-8807 Vice President
(703) 464-8809 Vice President
(703) 464-8829 Senior Associate
(703) 464-8819 Senior Associate

PROFESSIONAL PROFILE

GMMT Team was founded in 1997 to leverage the unique ability of our partners to ensure that clients had the broadest access to financial resources available. Our mission is to provide in-depth and coordinated financial services, customized and active asset management, and superior service.

Andrew Greene, CFM, is a First Vice President with the GMMT Team. He joined Merrill Lynch in 1992 and has served as Resident Manager in two ML offices. He specializes in providing access to the broad, deep power of Merrill Lynch's resource base for the benefit of each client.

David Mead, CIMA, is a Vice President with the GMMT Team. He joined Merrill Lynch in 1996 and is responsible for coordinating and monitoring the overall investment strategy of each client's portfolio.

Jonathan Metcalfe, CIMA, is a Vice President and Certified Investment Management Analyst with the GMMT Team. He joined Merrill Lynch in 1996 and serves as a Portfolio Manager.

Robert Testwuide III, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., is a Vice President with the GMMT Team. Rob joined Merrill Lynch in 1994 and assists clients with a unique financial services process, which yields a diverse and coordinated strategy to help clients achieve their goals.

Elizabeth Bizic is a Senior Associate and an integral part of GMMT's asset management. She assists with developing investment strategies and coordinating performance reports. She joined Merrill Lynch in 1995.

Donna Roslin is a Senior Associate providing the highest level of assistance to each client. She is often the first point of contact for administrative issues. Donna has been with Merrill Lynch since 1995.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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David M. Mead, CFM, CIMA is registered to do business in: AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA, WI, WV

Jonathan H. Metcalfe, CIMA is registered to do business in: AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA, WI, WV

Robert L. Testwuide, III, CFP is registered to do business in: AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA, WI, WV

Elizabeth S. Bizic is registered to do business in: AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA, WI, WV

Andrew Greene is registered to do business in: AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA, WI, WV

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