Financial Advisor | Merrill Lynch
Bethany first started in wealth management because managing her family’s finances became a full-time career – the more she learned, the more she realized how vast the possibilities are when you put money where it matters, and she wanted to share that with others. Now she supports individuals and families who deserve the care and wisdom that comes with years of expertise without having to sacrifice their precious time and energy.
With the full resources of Merrill and Bank of America behind them, Bethany and her team aim to be a one-stop shop for all things financial and to build ease and excitement into that aspect of their clients’ lives. Their clients benefit from goals-based wealth management, which puts their most important goals at the heart of their financial strategy. They provide support in everything from investing to lending to banking, with a full-service team that means clients speak to a real person every single time.
As an avid traveler and proven Francophile, you can find Bethany enjoying the many museums and multicultural offerings in the DMV with her husband, Augustin, and two boys, Kyprian and Hadrian. They are active members of the Falls Church, Virginia community and participate in church and school activities at Grace Christian Church and Academy.
Specialty: Career transition, wealth transfer events, financial strategies for caregiving and illness.