My name is George Knudsvig, and I'm a Merrill Financial Advisor. I'll start by taking the time to get to know you and understand what's important to you so I can help you develop your short-, mid- and long-term goals. I'll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I can also provide access to Bank of America specialists for banking, credit, home financing and small business solutions. Together we'll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.*NMLS ID 2457350
Dedicated financial advisor with a client-centered approach, focusing on personalized retirement planning, investment management, and tax-efficient strategies. Passionate about helping clients build and preserve wealth by aligning their financial goals with tailored, actionable plans. Known for clear communication, in-depth market knowledge, and a commitment to fostering long-term financial success.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.