Mohanad Elhag Email & Phone Number

Meet Moe, a senior financial advisor at Merrill, specializing in designing tailored wealth planning strategies and offering investment guidance. With over a decade of experience, he has proven invaluable to doctors, tech professionals, and business owners. Moe's dedication to helping others stems from personal experience with financial challenges, both within his own life and among friends and family. This fuels his commitment to providing personalized financial education and advice aligned with each client's unique needs and goals. His expertise extends beyond traditional wealth management, including assisting clients with concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Prior to his current role, Moe served as a medical wealth advisor at Truist Wealth, focusing on helping doctors manage personal wealth and address cash flow complexities with running a practice. Moe holds an MBA and a BS in Finance from Virginia Commonwealth University. He enjoys exploring different cultures through food and travel. In addition to his professional pursuits, Moe actively participates in his community by coaching his sons basketball and soccer teams.

Listed skills include Financial Advisory, Risk Management, Financial Analysis, and Relationship Management.