Raleigh, NC

Merrill Lynch Wealth Management Office
4242 Six Forks Rd
Raleigh, NC 27609
919.829.2000
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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.
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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Rapp Mansfield & Associates Team Photo
Merrill Lynch Wealth Management
919.420.1432
Merrill Lynch Wealth Management
919.829.2011
The James Group Team Photo
Merrill Lynch Wealth Management
919.829.2005
Merrill Lynch Wealth Management
919.829.2066
Merrill Lynch Wealth Management
919.829.2064
The Thomas Group Team Photo
Merrill Lynch Wealth Management
919.420.1436
The Cohen Group
Merrill Lynch Wealth Management
919.829.2009
Seamen & Associates
Merrill Lynch Wealth Management
919.829.2095
Merrill Lynch Wealth Management
919.899.3639
Richardson Team
Merrill Lynch Wealth Management
919.829.2077
Merrill Lynch Wealth Management
919.829.2054
Merrill Lynch Wealth Management
919.420.1420
Merrill Lynch Wealth Management
919.829.2033
Merrill Lynch Wealth Management
919.420.1433
Private Bank
Private Client Advisor II
919.829.6756
Private Bank
Private Client Advisor II
612.656.0390
Private Bank
Private Client Advisor II
919.829.6521
Merrill Financial Solutions Advisor
919.420.1438
Senior Vice President, Senior Financial Advisor
919.829.2094
Caleb Hudson Headshot Image
Merrill Financial Solutions Advisor
919.829.2056
Financial Advisor
919.829.2018
Phillip Stevens Headshot Image
Merrill Financial Solutions Advisor
919.829.2072
Senior Vice President, Senior Financial Advisor
919.829.2061
Financial Advisor
919.829.2079
Senior Vice President, Senior Financial Advisor
919.829.2099
Vice President, Wealth Management Advisor
919.420.1414
Financial Advisor
919.420.1413
Senior Financial Advisor
919.420.1409
Charles Meder Headshot Image
Financial Advisor
919.829.2027
Senior Vice President, Wealth Management Advisor
919.420.1405
Vice President, Wealth Management Advisor
919.420.1433
Vice President, Senior Financial Advisor
919.420.1401
Jenna Diehl Headshot Image
Senior Vice President, Wealth Management Advisor
919.829.2049
Merrill Financial Solutions Advisor
919.829.2014
Vice President, Wealth Management Advisor
919.829.2003
Thomas Cody Headshot Image
Merrill Financial Solutions Advisor
919.829.2063
Timothy Platt Headshot Image
Merrill Financial Solutions Advisor
919.899.3638
Senior Vice President, Senior Financial Advisor
919.420.1430
Senior Vice President, Senior Financial Advisor
919.420.1419
Senior Vice President, Senior Financial Advisor
919.829.2090
Merrill Financial Solutions Advisor
919.829.2026
William Stephens Headshot Image
Financial Advisor
919.829.2055
Senior Vice President, Senior Financial Advisor
919.829.2034
Vice President, Wealth Management Advisor
919.829.2081
Vice President, Wealth Management Advisor
919.420.1427
Financial Advisor
919.420.1404
WILLIAM BOSTIC Headshot Image
Merrill Financial Solutions Advisor
919.829.2032
First Vice President, Wealth Management Advisor
919.420.1437
Richard Black Headshot Image
Senior Vice President, Senior Financial Advisor
919.899.3627
Financial Advisor
919.829.2029
Managing Director, Wealth Management Advisor
919.420.1420
Merrill Financial Solutions Advisor
919.829.2001
Vice President, Senior Financial Advisor
919.420.1412
Careers At Merrill
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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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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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.