Joel joined Merrill Lynch Wealth Management in 2010 and is a Wealth Management Advisor in Charlotte, NC. His focus is on simplifying wealth strategies and long term planning for high-net worth individuals, their families and their businesses. Joel offers clients a range of services, including discretionary portfolio management, trust and estate services, sophisticated wealth and retirement planning; life insurance, long term care insurance as well as access to mortgage and other lending services from Bank of America. Through consistent processes, clear communication, and unwavering service, Joel strives to deliver integrated wealth planning, analysis, and strategy that can help clients achieve their objectives quickly and effectively.
Joel earned his Bachelor’s Degree from the Darla Moore School of Business at the University of South Carolina. He holds the Certified Private Wealth Advisor® designation sponsored by the Investments & Wealth Institute™ (The Institute) at the Chicago Booth School. He maintains the Series 7 and 66 FINRA registrations.
Joel enjoys playing golf, live music and exploring the North Carolina coastline and mountains with his wife, Blair and dog Bode.
*Joel Bunkley NMLS ID: 915586
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.
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.
