BLAKE SCHERR

Blake focuses on delivering a comprehensive approach to managing wealth that begins with listening to each client’s needs. He provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address every aspect of his clients financial lives. His approach is grounded in education, clarity and a commitment to exceptional service.

With more than a decade of experience across investment banking, private equity and corporate finance, Blake brings a deep understanding of both capital markets and the real world challenges facing individuals, families and business owners. His background working with startups and established companies gives him a unique perspective on growth, liquidity and long term value creation.

For business owners in particular, Blake 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.

Blake works closely with owners to understand their business, strengthen their personal financial strategy, and create clarity around what a successful transition could look like. For individuals and families, he applies this same thoughtful and educational approach to help them define their goals and build long term plans designed to support the life they want for themselves and their loved ones.

Blake earned dual Bachelor of Science degrees in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland. He holds FINRA Series 7, 9, 10 and 66 registrations and the Chartered Retirement Planning Counselor™, CRPC™ and Certified Exit Planning Advisor (CEPA®) designation.

Originally from Baltimore, Blake 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.

Blake focuses on delivering a comprehensive approach to managing wealth that begins with listening to each client’s needs. He provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address every aspect of his clients financial lives. His approach is grounded in education, clarity and a commitment to exceptional service.

With more than a decade of experience across investment banking, private equity and corporate finance, Blake brings a deep understanding of both capital markets and the real world challenges facing individuals, families and business owners. His background working with startups and established companies gives him a unique perspective on growth, liquidity and long term value creation.

For business owners in particular, Blake 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.

Blake works closely with owners to understand their business, strengthen their personal financial strategy, and create clarity around what a successful transition could look like. For individuals and families, he applies this same thoughtful and educational approach to help them define their goals and build long term plans designed to support the life they want for themselves and their loved ones.

Blake earned dual Bachelor of Science degrees in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland. He holds FINRA Series 7, 9, 10 and 66 registrations and the Chartered Retirement Planning Counselor™, CRPC™ and Certified Exit Planning Advisor (CEPA®) designation.

Originally from Baltimore, Blake 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.