Anna Newton

Dahri Jahn is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with business owners to secure their wealth and maximize their exit strategies. He leverages Merrill’s investment insights and Bank of America’s banking services to develop tailored financial plans designed to address his clients’ unique business and personal goals. Dahri’s areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. He and his team utilize Merrill’s Personal Wealth Analysis financial modeling tool to help business owners enhance the value of their exits and protect their wealth from unnecessary risks. Dahri’s approach encompasses collaborations with networks specializing in private sale referrals, mergers and acquisitions, advanced tax mitigation, and access to pre-vetted investment opportunities. He holds a bachelor’s degree in Finance from the Smith School of Business at the University of Maryland. Outside of his professional work, Dahri resides in Bethesda, Maryland, and enjoys running, hiking, reading, traveling, volunteering in the community, and supporting the University of Maryland Terps athletics.

Lucas Holmes is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized strategies to pursue their financial goals, including personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. Lucas holds a Bachelor's Degree from Salisbury University and has earned the designation of Personal Investment Advisor (PIA). He emphasizes understanding his clients' unique perspectives and priorities to provide tailored financial advice. His approach includes assisting with general investing, retirement planning, and saving for unexpected events. Outside of his professional work, Lucas has interests in baseball, basketball, and golfing.

Joseph Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Wilson Group & Associates team, which he founded in 2019 to provide personalized financial advice with a focus on sustainable and responsible investing. Joseph works with affluent individuals and families to simplify their financial lives and align their investments with their values, particularly through impact and Environmental, Social, and Governance (ESG) investing. Joseph began his financial services career in 1999 with Salomon Smith Barney and joined Merrill in 2014 to adopt a goals and advice-driven approach for his clients. He holds the Chartered SRI Counselor (CSRIC) designation and the Personal Investment Advisor (PIA) credential. Joseph earned a Bachelor's Degree from Kenyon College. Residing on Milwaukee's East Side, Joseph has three adult children. Outside of work, he enjoys boating on Milwaukee's rivers and Lake Michigan, reading, and swimming.

John Kilian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been building a wealth management practice assisting the financial needs of individuals, families, and business owners since joining the firm in 2017. John works with a diverse clientele in the Eastern Shore area, including business owners, retirees, and professionals. Before his career in financial advising, John spent five years in hotel management, where he developed skills in team leadership and working with individuals from varied backgrounds. His approach to financial advising focuses on understanding clients' unique needs to connect their wealth to their life goals. His expertise includes employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. John holds a Bachelor's Degree from Salisbury University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of work, he enjoys baseball, basketball, golfing, music, and running.

Michael Truitt serves as a Senior Resident Director with a professional focus on retirement and investment advisory. Since beginning his career in 1982, he has provided financial advice to individuals, small businesses, and non-profit organizations, emphasizing the interrelated nature of financial decisions and their impact on overall financial status. His approach incorporates asset allocation to balance risk and return, alongside a broad range of services including college education planning, retirement income strategies, legacy planning, and socially responsible investing. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Plan Fiduciary Advisor designation. Michael earned a Bachelor of Arts degree in U.S. History from the University of Maryland at College Park in 1982. His leadership experience includes serving as a Branch Manager from 1992 to 2008, fostering multigenerational client relationships. Michael resides in Bishopville, Maryland, with his wife, Beth, and their two children. He is actively involved in the community, serving as a Trustee of Worcester Preparatory School in Berlin, Maryland, and as a board member of the Community Foundation of the Eastern Shore. He is also a member of the Links at Lighthouse Sound Golf Course and has participated in organizations such as the Salisbury Lions Club.