Merrill
2024-present (9 months)
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients achieve the lives they want. With a deep commitment to placing their clients interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions.
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