Thomas Clark

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

David Frank is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of the Frank, Finney, Mohler & Browne Group, a team serving families and institutional clients with tailored financial strategies. David's role focuses on portfolio management, wealth planning, and client development. With over 25 years in the financial services industry, David joined Merrill in 2013 after working at Legg Mason, Deutsche Bank, and Morgan Stanley Smith Barney. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Certified Plan Fiduciary Advisor (CPFA) designation. Additionally, he has earned the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. David graduated from Mt. Saint Mary’s University in 1997 and earned an MBA from Loyola University in 2001. He lives in Ruxton with his wife Emmie, their children, Connor and Abby, and their dog, Gus. David's personal interests include cooking, golfing, skiing, and spending time with his family.

Joseph Browning is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Joseph holds a Bachelor's Degree from McDaniel College and has earned professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He works closely with clients to develop personalized financial strategies aligned with their unique goals, emphasizing simplicity and transparency throughout the wealth planning process. Outside of work, Joseph enjoys cooking, golfing, and spending time with his family.

Thomas Law is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating comprehensive financial strategies tailored to his clients' individual goals and priorities. He works closely with clients to understand their full financial picture and help them pursue objectives such as education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from Salisbury University and has earned the Professional Investment Advisor (PIA) designation. His approach emphasizes listening to clients to identify and prioritize their financial goals, whether that involves wealth transfer to the next generation, customizing financial strategies to support personal passions, or providing ongoing advice and guidance. Outside of his professional work, Thomas enjoys boating, football, golfing, hiking, running, skiing, spending time with his family, and traveling.

Hannah Stack is a Financial Advisor at Merrill Lynch Wealth Management. She began her career after earning a Bachelor's and a Master's degree in Finance from the University System of Maryland. Hannah started her professional journey at Bloomberg in New York City, where she worked as a senior equity analyst and served as the global content manager for technical analysis. In that role, she led client trainings, onboarded new hires, and collaborated across product, engineering, and sales teams to improve equity and derivatives workflows. Hannah later transitioned to wealth management, choosing to return to Maryland to pursue this new chapter. She holds several professional credentials including the Chartered Retirement Planning Counselor™ designation and FINRA registrations Series 7, Series 66, and SIE. Her areas of client focus include college education planning, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, employee financial health, managing new wealth, women and wealth, tax minimization, and retirement income. Outside of her professional work, Hannah is a 200-hour registered yoga teacher and participates in activities such as biking, cooking, gardening, golfing, reading, running marathons, skiing, swimming, and tennis.

Max Hyatt is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on building personalized financial strategies by understanding what matters most to his clients and providing ongoing guidance across investing, retirement planning, and managing unexpected financial events. He offers resources and access to specialists in banking, credit, home financing, and small business solutions to support a comprehensive approach to wealth management. Max's expertise includes college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He emphasizes a client-centered approach by taking the time to understand individual goals, concerns, and questions to develop strategies that align with clients' short-, mid-, and long-term financial objectives. He holds a Bachelor's Degree from Pennsylvania State University and is a Personal Investment Advisor (PIA). Outside of his professional work, Max enjoys boating, football, golfing, music, pickleball, skiing, spending time with his family, tennis, traveling, and watching movies.