Beaumont, TX

Merrill Lynch Wealth Management Office
7675 Folsom Dr
Beaumont, TX 77706
409.899.0100
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The Merrill Beaumont office is the destination of choice for high net worth clients and top professionals by delivering a differentiated client and associate experience rooted in excellence in all we do. We offer a world-class client and advisor platform powered by the strength and stability of Bank of America. Our supportive and collaborative local leadership team brings together decades of experience delivering for clients and associates.
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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Belaire Bruce Group
Merrill Lynch Wealth Management
409.899.0146
Merrill Lynch Wealth Management
409.896.0405
Merrill Lynch Wealth Management
409.899.0121
Fertitta VMT & Associates
Merrill Lynch Wealth Management
409.899.0154
Senior Vice President, Wealth Management Advisor
409.899.0117
Senior Vice President, Senior Financial Advisor
409.899.0187
Senior Financial Advisor
409.899.0157
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.
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.
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.