Milwaukee, WI

Merrill Lynch Wealth Management Office
833 E Michigan St
Milwaukee, WI 53202
414.224.9800
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Through our branch’s experience and leadership, we welcome working with 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.
About the Branch
About Us

About UsOur Branch's wealth management process begins as our advisors get to know clients "beneath the surface." Our teams take the time to learn client priorities, including risk tolerance, objectives, time horizon and liquidity needs, goals for retirement lifestyles, education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients' wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges.

Advisors at This Location
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Merrill Lynch Wealth Management
414.270.1579
Merrill Lynch Wealth Management
414.270.1581
Merrill Lynch Wealth Management
414.270.1531
Merrill Lynch Wealth Management
414.270.1541
Merrill Lynch Wealth Management
414.270.1547
Financial Advisor
414.270.1576
Senior Vice President, Senior Financial Advisor
414.270.1581
Senior Financial Advisor
414.270.1571
Senior Financial Advisor
414.270.1573
First Vice President, Senior Financial Advisor
414.270.1552
Assistant Vice President, Wealth Management Advisor
414.270.1541
Careers At Merrill
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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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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.
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 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.