West Frt Worth

Merrill Lynch Wealth Management Office
5128 Apache Plume Rd
Suite 240
Fort Worth, TX 76109
817.759.8300
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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
817.759.8373
Merrill Lynch Wealth Management
817.759.8307
Merrill Lynch Wealth Management
817.759.8399
Green & Barret Group
Merrill Lynch Wealth Management
817.759.8335
Merrill Lynch Wealth Management
817.759.8355
Financial Advisor
817.759.8352
Senior Vice President, Sales Manager - Wealth Management Advisor
817.759.8317
Senior Vice President, Wealth Management Advisor
817.759.8336
Ally Moti Headshot Image
Merrill Financial Solutions Advisor
817.759.8349
Senior Vice President, Wealth Management Advisor
817.759.8330
Yair Garcia Headshot Image
Merrill Financial Solutions Advisor
817.759.8379
James Stone Headshot Image
Merrill Financial Solutions Advisor
817.759.8340
Merrill Financial Solutions Advisor
817.759.8343
Vice President, Wealth Management Advisor
817.759.8368
Merrill Financial Solutions Advisor
817.759.8311
Merrill Financial Solutions Advisor
817.759.8347
First Vice President, Wealth Management Advisor
817.759.8335
Vice President, Senior Financial Advisor
817.759.8370
Merrill Financial Solutions Advisor
817.759.8348
Financial Advisor
817.759.8310
Vice President, Senior Financial Advisor
817.759.8308
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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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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.
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.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ 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®, 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.