The Moon Group, Private Wealth Advisors

'We work with senior executives, entrepreneurs, and private equity partners who demand a different echelon of wealth management strategy and service.' - Robert Moon

The Moon Group

The Moon Group is a wealth management team that focuses on the needs of ultra-affluent executives, entrepreneurs, and private equity partners located throughout the United States. As members of the Private Banking and Investment Group at Merrill Lynch, we serve a select group of clients who demand in-depth knowledge, high touch service, and an unwavering focus on their financial priorities.

Structured to Perform

The founder and leader of our group, Robert Moon, built our team to respond to the particular challenges and opportunities of significant wealth. We exclusively serve ultra-affluent clients, so we are deeply entrenched in the nuances and subtleties that substantial wealth can entail. We differentiate our service through our insight, professionalism, and refined processes. Each member of our team has a distinctive role and we carry out our responsibilities with precision. The clients we serve are busy, accomplished professionals; they look to us to manage their financial affairs with the meticulous service that is the hallmark of our group.

Attuned to Client Needs

We have significant experience in addressing distinctive client needs:

  • Senior Executives

    We design concentrated and restricted stock strategies that seek to inject negative correlation within a client’s investment portfolio. We also perform option and benefit analyses.

  • Entrepreneurs

    We coordinate pre- and post- liquidity event strategies to help families retain more of their wealth through tax sensitive investment, wealth transfer, and philanthropic initiatives.

  • Private Equity Partners

    We have an extensive network that facilitates our role as a conduit for deal generation, idea exchange, and relationship management.

  • A Single Source for Cohesive Wealth Management

    We offer integrated wealth management strategies for families:

  • Investment management
  • Wealth transfer
  • Cash flow analysis
  • Customized credit and lending
  • Luxury good acquisition
  • Philanthropy

    Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

    Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    CPM® is a registered service mark of the Academy of Certified Portfolio Managers.

  • The Moon Group,
    Private Wealth Advisors

    1152 15TH STREET NW
    WASHINGTON, DC  20005
    (866) 938-1132

    Directions to branch

    Learn more about an advisor’s
    background on FINRA’s BrokerCheck

    The Moon Group
    Robert L. Moon, CPM®
    Private Wealth Advisor
    Managing Director - Wealth Management
    (202) 659-3068
    Chad E. Clark, CFP®
    Wealth Management Advisor
    Senior Vice President - Wealth Management
    (202) 434-4707
    Timothy Veith
    Private Wealth Analyst Relationship Management
    (202) 659-3062
    Brett Brenner
    Private Wealth Analyst Business Management
    (202) 659-3068
    Mariana Garcia
    Reg Private Wealth Assoc
    (202) 659-3070

    Robert Moon is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

    Chad E. Clark, CFP® is registered to do business in : AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NM, NY, OH, PA, SC, TX, UT, VA, WA

    For questions regarding registration information please contact your Financial Advisor.
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