With approximately financial advisors among the branch's teams, we can offer approaches that come from years of combined wealth management knowledge and experience. We also stress that the branch role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill, the financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and access to estate planning services, while working with your outside professionals, as needed, such as estate and tax attorneys.*
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.