Seattle

Merrill Lynch Wealth Management Office
401 Union St
Seattle, WA 98101
206.464.3500
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
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
206.464.3535
Merrill Lynch Wealth Management
206.464.8582
Edgar Bassett Team
Merrill Lynch Wealth Management
206.464.3547
Merrill Lynch Wealth Management
206.464.4375
The Anderson Campbell Group Team Photo
Merrill Lynch Wealth Management
206.464.8580
EG Group
Merrill Lynch Wealth Management
206.464.2619
EFG Group Team Photo
Merrill Lynch Wealth Management
206.464.3568
Merrill Lynch Wealth Management
206.464.2664
Merrill Lynch Wealth Management
206.464.8578
Merrill Lynch Wealth Management
206.464.3538
Private Bank
Private Client Advisor II
206.358.5764
Private Bank
Private Client Advisor II
206.358.3314
Private Bank
Private Client Advisor II
206.358.7330
Private Bank
Private Client Advisor II
206.358.3144
Private Bank
Private Client Advisor II
206.358.3391
Private Bank
Private Client Advisor II
206.358.8936
The MCNW Alliance
Merrill Lynch Wealth Management
206.464.4320
Vice President, Senior Financial Advisor
206.464.4305
Wealth Management Advisor
206.464.4338
Senior Vice President, Wealth Management Advisor
206.464.2661
Senior Vice President, Senior Financial Advisor
206.464.5620
Financial Advisor
206.464.2635
Alexander Smith Headshot Image
Financial Advisor
206.464.4320
Senior Vice President, Wealth Management Advisor
206.464.8578
Merrill Financial Solutions Advisor
206.464.3558
Vice President, Senior Financial Advisor
206.464.4339
Vice President, Wealth Management Advisor
206.464.4308
Vice President, Wealth Management Advisor
206.473.1204
Senior Vice President, Wealth Management Advisor
206.715.8209
Financial Advisor
206.464.2625
Vice President, Senior Financial Advisor
206.464.8565
Senior Financial Advisor
206.464.5628
Vice President, Wealth Management Advisor
206.464.5626
Senior Vice President, Senior Financial Advisor
206.464.2619
Financial Advisor
206.464.2669
Senior Vice President, Wealth Management Advisor
206.464.3568
John Chavez
Senior Vice President, Wealth Management Advisor
206.464.3538
Assistant Vice President, Wealth Management Advisor
206.464.2655
Vice President, Wealth Management Advisor
206.464.2838
Officer, Merrill Financial Solutions Advisor
425.462.8127
Wealth Management Advisor
206.464.2610
Senior Vice President, Senior Financial Advisor
206.464.2617
Vice President, Wealth Management Advisor
206.665.1071
Senior Vice President, Wealth Management Advisor
206.464.8595
Assistant Vice President, Wealth Management Advisor
206.464.2614
Senior Vice President, Wealth Management Advisor
206.464.4361
Senior Vice President, Senior Financial Advisor
206.464.8583
Assistant Vice President, Senior Financial Advisor
206.464.3555
Wednesday, August 21st 2024| 5:00 PM PST
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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 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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.