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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

    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
  • Meet the team

    Back to team

    Robert L. Moon, CPM®

    Managing Director - Wealth Management

    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

    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


    Latest Thinking


    Back to overview

    Meet the team

    Robert L. Moon, CPM®

    Managing Director - Wealth Management

    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

    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