Exton, PA

Merrill Lynch Wealth Management Office
224 Valley Creek Blvd
Exton, PA 19341
610.594.6388
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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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Merrill Lynch Wealth Management
610.594.1178
Merrill Lynch Wealth Management
610.594.1190
Merrill Lynch Wealth Management
610.594.1151
Merrill Lynch Wealth Management
800.862.7956
The Hoey Group
Merrill Lynch Wealth Management
610.594.1180
Merrill Lynch Wealth Management
610.594.1133
Merrill Lynch Wealth Management
610.594.1123
Merrill Lynch Wealth Management
610.594.1111
The Wisman Group
Merrill Lynch Wealth Management
610.594.1145
Vice President, Senior Financial Advisor
610.594.1118
Vice President, Wealth Management Advisor
610.594.1190
Vice President, Wealth Management Advisor
610.594.1124
Vice President, Wealth Management Advisor
610.594.1122
Senior Financial Advisor
610.594.1131
Assistant Vice President, Senior Financial Advisor
610.594.1134
Senior Financial Advisor
610.594.1115
Vice President, Senior Financial Advisor
610.594.1177
Senior Vice President, Wealth Management Advisor
610.594.1108
Financial Advisor
610.594.1123
Managing Director, Wealth Management Advisor
610.594.1195
Senior Vice President, Senior Financial Advisor
610.594.1143
Edward Zobian Headshot Image
Vice President, Senior Financial Advisor
610.594.1128
Senior Financial Advisor
610.594.1138
Senior Vice President, Financial Advisor
610.594.1135
Merrill Logo
Merrill Financial Solutions Advisor
610.594.1148
First Vice President, Wealth Management Advisor
610.594.1139
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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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Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ 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 CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.
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 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.
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.
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.