Branch Office Profile
The Merrill Lynch Fort Walton Beach Office focuses on delivering wealth management advice to high net worth individuals and businesses while delivering exemplary service. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through holistic wealth management planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments (some or all alternative investments may not be suitable for certain investors), collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.