Branch Office Profile
The Shreveport office of Merrill Lynch focuses on delivering wealth management strategies to high net worth individuals and businesses while providing 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 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 and 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.