Blake Scherr, Merrill Lynch , Blake Scherr Merrill , Blake Scherr Merrill Lynch

 As a Merrill Financial Advisor, Blake scherr provides custom financial strategies, investment management advice, and access to private banking services from Bank of America to his clients. Managing personal finances and understanding the complexities of financial markets can be daunting. He works with his clients to help alleviate the "burden" of investing alone so they can focus on the things that matters most to them. Blake Scherr Merrill focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs. He is driven by a passion for delivering excellent customer service and helping clients pursue their financial goals. For business owners in particular, Blake Scherr Merrill Lynch emphasizes the importance of integrating personal, financial and business planning.

Drawing on the Value Acceleration principles highlighted by the Exit Planning Institute, he helps owners think beyond income to focus on building transferable value. This includes aligning personal goals with financial readiness, evaluating business value over time, and preparing for the eventual transition that every owner will face whether the goal is to keep growing, pass the business to the next generation, or prepare for a future sale. With more than two decades of professional experience spanning investment banking, private equity and corporate finance, Blake Scherr joined Merrill in 2017, and today focuses on serving individuals, families, and business owners. His background working with start-ups and corporate businesses alike gives him a unique perspective into capital markets.

 By balancing a focus on the future with understanding the ever-changing market landscape, he helps to ensure every strategy is grounded in what each client wants to achieve. With a dual Bachelor of Science in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland, Blake believes in taking an educational approach to client  service. Blake Scherr holds FINRA Series 7, 9, 10 and 66, and holds the Chartered Retirement Planning Counselor™, CRPC™ designation and Certified Exit Planning Advisor, CEPA® designation. Originally from Baltimore, Blake Scherr Merrill Lynch  lives in Falls Church, VA, with his wife Meghann, son Max, and dog Tux. He enjoys skiing, travel, live music, cooking, and is a tormented Maryland sports fan.