Chad Blalock
,

Senior Vice President, Senior Financial Advisor

3455 Peachtree Road N.E.
Atlanta, GA 30326
404.264.6024
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Chad joined Merrill Lynch Wealth Management in 2010. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short and long-term financial objectives. Chad holds the Chartered Retirement Planning CounselorTM designation. He is a graduate of The University of Georgia with a bachelor's degree in Finance. He and his wife, Natalie, live in Atlanta with their daughter and are active in the community, supporting a variety of charitable organizations.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022
(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
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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.

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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Chad Patterson Blalock is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.