Branch Office Profile
The Merrill Lynch Sun City Office focuses on delivering wealth management solutions to high net worth individuals and businesses while delivering exemplary service.
It is our goal to differentiate Merrill Lynch from other financial services companies and to educate the community on the value of disciplined saving and investing with a focus on personalized client service. The solutions that our financial advisors provide are based on each client's based risk tolerance, time horizon, liquidity needs and overall investment goals.
Our practice is built on our extraordinary commitment to client service. Through our team of over 20 knowledgeable Financial Advisors and a group of dedicated Client Associates, we provide highly personalized attention based on an in-depth, detailed understanding of your unique financial situation and life objectives—and tailored solutions designed to address them. Our entire team is passionate about meeting your needs and providing you with a positive experience.
Our primary focus is to go beyond financial solutions and help our clients achieve the life they want.