Virginia Beach

The Virginia Beach office has one primary goal: to help affluent households and business owners achieve their financial goals. While our office team has 20+ experienced Financial Advisors, we offer clients access to Merrill Lynch specialists from all over the globe, and help in areas such as Trust management (Bank of America Private Bank), Fiduciary Services, Estate Planning Services, Philanthropic Management, Investments, Income Management, Concentrated Stock Strategies, Retirement and Wealth Transfer Strategies.

A major advantage we have over our competitors is the ability to provide clients with access to our team at Bank of America. We also offer family office services through this branch.

^{Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.}