Southern Mon

The Merrill Lynch Southern Monmouth office has proudly served the financial needs of our local community for more than 20 years. We are home to a group of extraordinary Financial Advisors with in-depth experience and knowledge in finance, dedicated to serving the needs of clients. Located in the heart of one of the most prominent shore regions of the state, the Southern Monmouth office focuses on delivering wealth management solutions to high-net-worth individuals and businesses while delivering service based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals. Our team of experienced Financial Advisors and Client Associates work together diligently in delivering our firm's many capabilities to suit clients' needs and goals. Our goal is to assist with all facets of clients' financial lives, including:* Wealth planning* Asset allocation and investing* Tax-managed investing* Wealth transfer planning* Social Security optimization techniques* Retirement plans and services* Business succession planning* Concentrated equity strategies* Insurance* Annuities* Banking and lending, including commercial banking, business banking, home financing and much more (through Bank of America, N.A.)* Foreign exchange solutions* Investment banking* Merchant services* Philanthropic planning and services* Trust services, including trusteed IRAs* And moreOur team provides clients with independent advice and guidance, strategic thinking and the intimacy you would expect from a boutique financial services firm. Talk with us and experience Financial Advisors who are committed to working together with you to help you execute a plan to meet your needs today and in the future.