The Moon Group, Private Wealth Advisors

Robert L. Moon joined the Private Banking and Investment Group (PBIG) at Merrill Lynch in 2008. Robert heads The Moon Group, which is a five person team that advises high net worth individuals, foundations and organizations on all aspects of financial management and strategy. The Moon Group specializes in establishing virtual family offices for clients who require a 360- degree approach to financial management. Robert advises on issues ranging from stock option strategies, philanthropic giving, tailored lending, and estate planning.

Prior to joining Merrill Lynch, Rob was a Senior Advisor with Citigroup/Smith Barney for fifteen years. While at Citi, Rob earned inclusion in the exclusive Citi Family Office group, made up of 45 advisors within the firm to advise ultra-high net worth clients and their families.

While at Citi, Robert was elected by his peers as co-Chairman of the Directors Advisory Group in 2007 – a seven-person group that serves as an advisory council for Smith Barney and Citi management. Additionally, in 2008 Robert was appointed to a ten-person Ultra-High Net Worth Advisory Council for Citi that led the firm in the development of an ultra-high net worth division of the firm. Robert’s assets and production placed him in the top .003% of the 13,500 Financial Advisors in the firm.

Robert enjoys a 95% client retention rate which far exceeds industry standards. He has received countless Client Services Awards and had been in the top 5% of Smith Barney financial advisors for over a decade. Robert was named to the Barron’s Top 400 Advisors in 2006 and has been quoted in the Washington Post on a wide range of financial issues.

Rob is involved in various community and global volunteer activities. In addition to financial support, Rob has donated his time and energy over the years to African literacy and adoption organizations (Wide Horizons For Children), a local food bank (The Crisis Bread Basket), local mentoring programs (Southeast White House), Rotary International, and the Visiting Nurses Association holiday support program.

Robert holds an MA from the University of Pittsburgh and a BA from Salisbury State University.

Sonja has extensive experience in the financial services industry and holds Series 7, 31, 63, and 65 licenses and Life and Health Insurance licenses. Prior to Merrill Lynch, she was a financial advisor with Smith Barney.  Sonja also worked in the Texas House of Representatives as a legislative aide covering issues related to the House Government Reform and Oversight Committee.  She also served as a senior legislative assistant in the U.S. Congress covering legislative issues relating to commerce, banking, financial services, labor, government agencies and appropriations. Sonja holds a BA in Education from Southwest Texas State University.

Brett has eightyears of financial advisory and wealth management experience.  He is responsible for client communications, account updates, and other key client services. Prior to Merrill Lynch, Brett was with Smith Barney as a client associate.  He has also held positions with The Potomac Group and Profund Advisors LLC. Brett has a BA from the University of Maryland and holds Series 6, 7, 26, 63 and 65 licenses.

Tim joined the Moon Group from Smith Barney where he served as a client associate.  Prior to that, he held positions with Claritas, Inc. and RedPeg Marketing. He holds his Series 7, 63 and 65 licenses.  Tim has a Bachelor of Business Administration from James Madison University.