Your advisor
Get ready for what’s next
In just 15 minutes, expert panelists share ideas that can help you prepare for potential opportunities and risks in 2025 and beyond.
Charlotte-Sp
Merrill Lynch Wealth Management Office
6000 Fairview Rd
Charlotte, NC 28210
980.282.1730
980.282.1730
Learn more about an advisor's background on
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-Sp
Merrill Lynch Wealth Management
Advisors at This Location
Collapse to see less advisors
Careers At Merrill
Opportunity awaits
At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
Join usSign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
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 CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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 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.
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.
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.
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.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.