Charlotte Upto

Merrill Lynch Wealth Management Office
620 S Tryon St
Charlotte, NC 28255
704.339.2000
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
704.339.2164
Merrill Lynch Wealth Management
704.339.2197
Merrill Lynch Wealth Management
704.339.2027
Merrill Lynch Wealth Management
704.339.2116
Merrill Lynch Wealth Management
704.339.2092
Merrill Lynch Wealth Management
704.339.2023
Merrill Lynch Wealth Management
704.339.2182
Merrill Private Wealth Management
704.339.2005
Merrill Lynch Wealth Management
704.339.2028
Merrill Lynch Wealth Management
704.339.2090
Merrill Lynch Wealth Management
704.339.2106
Merrill Lynch Wealth Management
704.339.2133
Merrill Lynch Wealth Management
704.339.2134
Miller Rap Wealth Management Team Photo
Merrill Lynch Wealth Management
704.339.2145
Private Bank
Private Client Advisor II
980.275.6712
Private Bank
Private Client Advisor II
980.386.9697
Private Bank
Private Client Advisor II
980.683.8192
Private Bank
980.683.8704
Private Bank
Private Client Advisor II
980.386.7867
Private Bank
Private Client Manager II
980.386.4557
Private Bank
Private Client Advisor II
980.850.9724
Vice President, Wealth Management Advisor
704.339.6970
Austin Wood Headshot Image
Merrill Financial Solutions Advisor
704.339.6983
Reid Barber Headshot Image
Merrill Financial Solutions Advisor
704.339.6984
Sean Spooner Headshot Image
Analyst, Merrill Financial Solutions Advisor
704.339.2083
Assistant Vice President, Financial Advisor
704.339.6915
Financial Advisor
704.339.6966
Financial Advisor
704.339.2143
Senior Financial Advisor
704.339.2169
Vice President, Wealth Management Advisor
704.339.2166
Financial Advisor
704.339.2126
Assistant Vice President, Senior Financial Advisor
704.619.7047
Senior Financial Advisor
704.339.2079
Vice President, Senior Financial Advisor
704.339.2118
Officer, Merrill Financial Solutions Advisor
704.339.6902
Merrill Financial Solutions Advisor
704.339.6917
Senior Financial Advisor
704.339.2018
Financial Advisor
704.339.2172
Financial Advisor
704.339.6912
Officer, Merrill Financial Solutions Advisor
704.339.6964
James Rodgers Headshot Image
Merrill Financial Solutions Advisor
704.339.2100
Senior Vice President, Senior Financial Advisor
704.339.2038
Senior Financial Advisor
704.339.2087
Merrill Financial Solutions Advisor
704.339.6981
Jordan Pratt Headshot Image
Merrill Financial Solutions Advisor
704.339.2127
William Greiner
Merrill Financial Solutions Advisor
704.339.2061
Senior Vice President, Wealth Management Advisor
704.339.2041
Senior Financial Advisor
704.339.2194
Financial Advisor
704.339.2014
Stephen Duckett Headshot Image
Merrill Financial Solutions Advisor
704.339.6916
Johnathan Patterson Headshot Image
Merrill Financial Solutions Advisor
704.339.6913
Merrill Financial Solutions Advisor
704.339.6920
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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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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 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.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
AAMS™ and Accredited Asset Management Specialist™, and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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.