2025 Midyear Outlook: On the road to recovery
Watch this webcast from our Chief Investment Office for insights on how you can prepare for the second half of the year, to help you make the most of the current investment landscape.
Dallas Galleria, TX
Merrill Lynch Wealth Management Office
13355 Noel Road
Suite 700
Dallas, TX 75240
972.980.8600
972.980.8600
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Community, culture, and client service are the core principles of our office. Our Wealth Management Advisors and leadership welcome 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. Our goal is to deliver, in a clear and concise way, action steps to help you achieve success in your financial goals.
Community, culture, and client service are the core principles of our office. Our Wealth Management Advisors and leadership welcome 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. Our goal is to deliver, in a clear and concise way, action steps to help you achieve success in your financial goals.
About the Branch
Culture
Our founder, Charles Merrill, said over a century ago: "The interests of our customers must always come first." The financial advisors and wealth management client associates in our branch offices work tirelessly to honor that commitment. We dedicate ourselves daily to delivering personal service, full disclosure, and goals-based wealth management approaches that reflect a broad, combined financial experience and commitment to integrity. We not only provide "know-how;" we are dedicated to getting to "know-you."
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At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
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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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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.
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 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.
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.
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.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ 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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.