Charlotte-Bala

Merrill Lynch Wealth Management Office
13510 Ballantyne Corporate Pl
Charlotte, NC 28277
704.341.5100
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Charlotte-Bala
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
704.341.5115
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Merrill Lynch Wealth Management
704.341.5108
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BSMJ Group
Merrill Lynch Wealth Management
704.341.5149
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Merrill Lynch Wealth Management
704.341.5011
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Merrill Lynch Wealth Management
704.341.5107
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Merrill Private Wealth Management
704.341.5101
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Financial Advisor
704.341.5143
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Vice President, Senior Financial Advisor
704.341.5120
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Senior Vice President, Wealth Management Advisor
704.341.5136
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Vice President, Senior Financial Advisor
704.341.5018
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Merrill Financial Solutions Advisor
NMLS #2448087
704.341.5036
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Financial Advisor
704.341.5031
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Financial Advisor
704.341.5144
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Senior Vice President, Senior Financial Advisor
704.341.5125
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Daniel Wimer Headshot Image
Assistant Vice President, Financial Advisor
704.341.5010
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Senior Vice President, Wealth Management Advisor
704.341.5107
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Merrill Financial Solutions Advisor
NMLS #2421628
704.341.5033
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Mark Rindner Headshot Image
Assistant Vice President, Senior Financial Advisor
704.341.5152
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Senior Vice President, Senior Financial Advisor
704.341.5135
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Financial Advisor
704.341.5038
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Turner Bobbitt Headshot Image
Merrill Financial Solutions Advisor
NMLS #2433911
704.341.5044
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First Vice President, Senior Financial Advisor
704.341.5122
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Financial Advisor
704.341.5035
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First Vice President, Senior Financial Advisor
704.341.5005
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First Vice President, Senior Financial Advisor
704.341.5119
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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.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.