Legal and Financial Services
The Eveland Group at Merrill Lynch
The Eveland Group at Merrill Lynch is a team of leading wealth management and financial advisors based in Loudoun County, Virginia. We focus on understanding the financial goals and challenges of individuals, families and businesses who seek a customized, balanced approach to wealth management. We focus on building long-term relationships with clients, providing personalized attention and financial guidance based on their unique and evolving goals and priorities.
New York Life
New York Life is the Long Term Care Insurance Provider for AARP. I work with individuals and business owners to protect, accumulate and distribute their income. I also work with employers in providing voluntary benefits to their employees. Many of these benefits surround the need for Long Term Care planning. As I see many times over, the process and the monetary requirements of planning for extended care is very overwhelming for most. My process helps individuals and businesses walk through the challenges of aging.