Resources : Wealth Management Resources

The wealth management advisory world is huge, comprising thousands of large and small firms.  This list is but a tiny group. Always be careful and work with advisors with deep experience and a long track record.

Allen & Co. LLC
711 Fifth Avenue
New York, NY 10022
Contact: Kim Wieland
Phone: 212-832-8000
Fax: 212-832-7057

Bessemer Trust
New York City
630 Fifth Avenue
New York, New York 10111-0333
Contact: Donovan Moore
Phone: (212) 708-9364

Bessemer Trust
Washington, D.C.
1050 Connecticut Avenue N.W.
Suite 1060
Washington, D.C. 20036-5303
Contact: Lawrence P. Fisher, II
Phone: (202) 659-3330
www.bessemer.com

Chevy Chase Bank
7926 Jones Branch Drive
Suite 230
McLean, VA 22102
Contact: Richard Amador
Phone: 703-287-7233
www.chevychasebank.com

Deutsche Bank Private Wealth Management
280 Park Avenue
New York, NY 10017
Phone: 212-454-3600
www.pwm.db.com

Emigrant Bank
6 East 43rd Street
8th Floor
New York, NY 10017
Contact: John Hart
Phone: 212-850-4460
www.emigrant.com

Friedman Billings Ramsey & Co.
1001 19th Street North
Arlington, VA 22209
Contact: J. Rock Tonkel, Jr.
Phone: 703-312-9500
Fax: 703-312-9501
www.fbr.com

Goldman, Sachs & Co.
Private Wealth Management
Goldman Sachs & Co.
85 Broad Street
New York, NY 10004
Contact: Scott Belveal
Phone: 1 800 874-1815
scott.belveal@gs.com
http://www.gs.com/client_services/private_wealth_management/

Hogan & Hartson LLP
555 13th Street NW
Washington, DC 20004
Contact: Molly James
Phone: 202-637-5600
Fax: 202-637-5910
www.hhlaw.com

HSBC
452 Fifth Avenue
New York, NY 10018
Contact: James Marley
Phone: (212) 525-5000
www.us.hsbc.com

Mercantile Bank
Senior Vice President
2 Hopkins Plaza
Baltimore, MD 21201
Contact: Greg Barger
Phone: 800-896-9758
www.mercantile.com

Merrill Lynch
Mellon Private Wealth Management
One Mellon Center
Pittsburgh, PA 15258
Phone: (412) 234-5000
http://www.mellon.com/privatewealthmanagement/

Merrill Lynch & Co., Inc.
4 World Financial Center
250 Vesey Street
New York,NY 10080
Phone: 212-449-1000
http://individual.ml.com

Presidential Bank
4600 East-West Highway
Suite 400
Bethesda, MD 20814
Contact: A. Bruce Cleveland
Phone: 800-808-1424
www.presidential.com

PricewaterhouseCoopers
PricewaterhouseCoopers LLP
300 Madison Avenue
New York, NY 10017
Contact: Michael Kennedy
Phone: 646-471-3000
Fax: 646-471-3188
www.pwcglobal.com

Regions Financial Corp.
P.O. Box 10247
Birmingham, AL 35202
Contact: Doyle Rippee
Phone: 205-244-2830
www.regions.com

US Trust (Washington)
600 14th Street, NW
Suite 400
Washington, DC 20005
Contact: Leslie K. Smith, Division President
Phone:(202) 585-4100 or (888) 208-1149
www.ustrust.com