Missoula, MT

The Missoula Branch, as part of the four Merrill Lynch offices serving our Montana clients, focuses on delivering wealth management advice to high net worth individuals and businesses while delivering stellar service. It is our goal to differentiate Merrill Lynch from other financial services companies and to educate the Missoula community on the value of disciplined saving and planning with a focus on personalized client service. The key to the firm's sustained growth is its emphasis on integrated teamwork. Our team of financial advisors within Merrill Lynch brings a deeper and broader level of proficiency and knowledge to clients, beyond just stocks and bonds, in addition to providing an elevated and more specialized level of service. Merrill Lynch is witnessing an evolution in client sophistication and needs. The collective ability of the Financial Advisors in our region to go beyond financial strategies to be an essential resource to our clients is demonstrated by our high levels of client satisfaction and retention. It is imperative that we continue to look beyond the single dimension of investments and find powerful, innovative strategies to help meet client needs with a high probability of success.