Your most
important goals
aren’t just
financial ones
If you want to provide a lifetime of support for your child, we can help.
We’ll work with you to address a number of the concerns — financial,
social and legal — that come with caring for a loved one with special
needs. Call to learn more today.
Mark Friese, CRPC®
Senior Vice President – Wealth Management
Wealth Management Advisor
Portfolio Manager, PIA Program
Chase Phillips
Financial Advisor
Portfolio Advisor, PIA Program
Merrill Lynch
1152 15th Street, N.W.
Suite 6000
Washington, DC 20005
202.659.6138
Life’s better when we’re connected®
CRPC® is a registered service mark of the College for