Loc P. Le
,
Assistant Vice President, Wealth Management Advisor
NMLS #733411
400 Park Avenue South
Winter Park, FL 32789
407.646.6779
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Understanding your priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you. We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Loc, a graduate of The University of Florida, joined Merrill in 2012. In addition to his Bachelor of Science Degree in Finance, he attained the Certified Investment Management Analyst® designation from the Investments & Wealth Institute (The Institute) in conjunction with the YALE School of Management, and has earned the certification of CERTIFIED FINANCIAL PLANNER professional. Loc leverages this study of pre- and post-retirement needs with six years of private banking and lending experience to help clients articulate and pursue their financial goals. Loc enjoys spending time with his family, fishing, golfing, UF football, and supporting St. Philip Phan Van Minh Catholic Church.


About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Tamra N Bell
Assistant Vice President, Wealth Management Associate
407.646.6780
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Chauka Young
Wealth Management Banking Specialist
Matthew West
Wealth Management Lending Officer
NMLS #1336519
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Loc Le is registered to do business in AL, CA, CO, FL, GA, MD, MI, MO, NC, NY, TX, VA, WA.