The office is located at the corner of 7th and Rood, downtown. We have been at this location since November of 1998 but have maintained a presence in Grand Junction since September of 1992. We have 13 employees, 6 of which are Financial Advisors, with experience as high as 38 years. Our mission is to guide the businesses, individuals, and families we have the privilege of working with to the successful achievement of their financial goals. We strive to accomplish this by providing the best possible service while practicing the Merrill principles of Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, and Integrity.
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.