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BONO, KLINE, PRITSIOS & SCOTT GROUP

Private Wealth Advisors

1152 15TH STREET NW, SUITE 6000

WASHINGTON, DC 20005

202.429.4665

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About us

The Bono Kline Pritsios and Scott Group

Headquartered in Washington, D.C. we are a private wealth management team within the Private Banking and Investment Group at Merrill Lynch. We cater to a national clientele demonstrating an ingrained service mindset that we believe differentiates and defines us. We bring deep experience and tactical insight to the complexities of significant wealth. Our size and collaborative approach allow us to drive value in ways that we simply could not do alone. We are firm believers in the benefit of applied knowledge; our clients benefit from the synthesis of our strengths, complementary skills and collective acumen.

A Single Source for Diverse Needs

We are privileged to work with a dynamic clientele who balance multiple personal and professional responsibilities. Sensitive to their time we serve as an informed resource for a wide range of needs:

  • Investment management including thematic investing
  • Access to customized credit, lending and home financing through Bank of America, N.A.
  • Pre and post liquidity event strategies
  • Concentrated and restricted stock strategies
  • Trust and estate planning services
  • Access to Family office services
  • Charitable giving
  • Cash flow analysis
  • Next generation education and values transfer
  • Family retreats, meetings and boot camps
  • Highly Tailored Experience

    We formed our team with one aim in mind: to provide ultra-affluent clients with an unequaled level of strategy, service and outreach. We understand that significant wealth is different both in its challenges and its opportunities. Clients come to us from diverse paths. Some are entrepreneurs and executives in government contracting, real estate, healthcare or other industries. Others are multi-generational families or family offices eager to create positive outcomes for future generations. Still others are trusts, endowments and foundations that require sophisticated investment consulting and administrative support to fulfill their fiduciary obligations. We treat each client with the diligence and care that are the hallmarks of our approach reviewing both sides of the balance sheet to identify possible efficiencies and remedy gaps. Because we work with a limited number of clients we are able to offer an intensive focus that testifies to our deep-seated engagement with client goals.

    Strategic Investment Management

    Our team has extensive capital markets experience spanning multiple asset classes, strategies and instruments. Our judgment and maturity are direct outgrowths of our hands-on experience; we believe there is no substitute for direct involvement in the financial markets. As a team we are highly attuned to risk building customized portfolios designed to mirror a client’s unique attributes and preferences. We seek to maximize risk-adjusted returns espousing a tax-sensitive and fee-sensitive approach that centers on the distinctive goals of each client. We are privileged to work with clients who have achieved remarkable success; we help them foster a long-term perspective that resists fads and group-think to pursue the outcomes that are most important to them across varied economic environments. Our holistic approach emphasizes both asset location and asset allocation.

    An Interconnected Approach

    We understand that wealth management encompasses much more than balance sheets and investment reports. We look to help clients address multiple contexts of wealth in their lives. Clients look to us to unify and streamline the disparate elements of their financial lives; we orchestrate informed action with their external tax and legal advisors, generating cohesive and thoughtful frameworks for multiple generations. Skilled in goals-based investing we focus on meaningful priorities and milestones that are intimately tied to each client’s circumstances.

    We believe that for wealth to have a positive impact on families it needs to be sustained within an environment of stewardship, responsibility and shared values. We facilitate inter-generational education, coordinating seminars, boot camps and retreats for clients and their extended family members. We serve the whole client—not simply wealth creators, but the people and causes they cherish. A client’s priorities are our own.

    We invite individuals, families and institutions who have sophisticated needs to learn more about our capabilities relative to their unique concerns and priorities.




    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.

    Asset allocation does not ensure a profit or protect against loss in a declining market.

    Meet the team

    Back to team

    Michael Bono

    Senior Vice President

    Private Wealth Manager

    703.464.4310

    703.464.4310

    michael.bono@ml.com

    Add to address book

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    Kenneth D. Kline

    Senior Vice President

    Private Wealth Manager

    202.429.4665

    202.429.4665

    kenneth.kline@ml.com

    Add to address book

    Read Bio

    Steven Pritsios

    Senior Vice President

    Private Wealth Manager

    202.659.7429

    202.659.7429

    steven.pritsios@ml.com

    Add to address book

    Read Bio

    William Scott

    Senior Vice President

    Private Wealth Manager

    202.429.4664

    202.429.4664

    wscott5@ml.com

    Add to address book

    Read Bio

    Philip Johnson

    Private Wealth Analyst Investments

    202.659.7263

    202.659.7263

    pjohnson27@ml.com

    Add to address book

    Read Bio


    Latest Thinking


    Back to overview

    Meet the team

    Michael Bono

    Senior Vice President

    Private Wealth Manager

    703.464.4310

    703.464.4310

    michael.bono@ml.com

    Add to address book

    Read Bio

    Kenneth D. Kline

    Senior Vice President

    Private Wealth Manager

    202.429.4665

    202.429.4665

    kenneth.kline@ml.com

    Add to address book

    Read Bio

    Steven Pritsios

    Senior Vice President

    Private Wealth Manager

    202.659.7429

    202.659.7429

    steven.pritsios@ml.com

    Add to address book

    Read Bio

    William Scott

    Senior Vice President

    Private Wealth Manager

    202.429.4664

    202.429.4664

    wscott5@ml.com

    Add to address book

    Read Bio

    Philip Johnson

    Private Wealth Analyst Investments

    202.659.7263

    202.659.7263

    pjohnson27@ml.com

    Add to address book

    Read Bio