Luke Thalman
,
Merrill Financial Solutions Advisor
620 S Tryon St
Charlotte, NC 28255
704.339.2143
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Welcome
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.
Luke Thalman is registered to do business in FL, GA, KY, NC, SC, TN, TX, VA.