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The Moon Group

Private Wealth Advisors

1152 15TH STREET NW, SUITE 6000

WASHINGTON, DC 20005

866.938.1132

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About us

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

  1. 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

  2. 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

  3. 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.

Meet the team

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Robert L. Moon, CPM®

Managing Director

Private Wealth Advisor

202.659.3068

202.659.3068

robert_moon@ml.com

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Chad E. Clark, CFP®

Senior Vice President

Wealth Management Advisor

202.434.4707

202.434.4707

chad_clark@ml.com

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Timothy Veith

Private Wealth Analyst Relationship Management

202.659.3062

202.659.3062

tim_veith@ml.com

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Brett Brenner

Private Wealth Analyst Business Management

202.659.3068

202.659.3068

brett_brenner@ml.com

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Latest Thinking


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Meet the team

Robert L. Moon, CPM®

Managing Director

Private Wealth Advisor

202.659.3068

202.659.3068

robert_moon@ml.com

Add to address book

Read Bio

Chad E. Clark, CFP®

Senior Vice President

Wealth Management Advisor

202.434.4707

202.434.4707

chad_clark@ml.com

Add to address book

Read Bio

Timothy Veith

Private Wealth Analyst Relationship Management

202.659.3062

202.659.3062

tim_veith@ml.com

Add to address book

Read Bio

Brett Brenner

Private Wealth Analyst Business Management

202.659.3068

202.659.3068

brett_brenner@ml.com

Add to address book

Read Bio