Branch Office Profile
Plan to attend a NASA/Space Coast Career Transition Seminar –– See dates/locations below A Merrill Lynch Financial Advisor can offer you personalized wealth management, banking and investment services and solutions. We are dedicated to helping clients in Central Florida and beyond grow and preserve wealth, optimize liquidity, and manage debt and savings through even the most difficult economic periods, including local challenges such as cutbacks in the space program. When you work with one of our Financial Advisors—each of which is teamed with a Bank of America Wealth Management Banker—you’ll have access to an extensive platform of services and tools designed to help you take advantage of opportunities when they arise. We begin the process with a series of in-depth meetings and conversations to help us review your financial concerns and understand how you expect your financial life to evolve. This can be of particular value to anyone who is undergoing a career transition or contemplating retirement. We recognize that each client has his or her own values, objectives and goals and that they may be different from generation to generation. We face this challenge consistently and we are innovative in developing solutions that address both current needs and long-term legacy issues through portfolio development, liability management, tax minimization, asset protection and comprehensive banking strategies. We are knowledgeable about the issues that space coast personnel face—our branch has extensive experience with people from the space industry—including coordination of 401(k)s, IRAs, investments and other potential sources of income.
We also work with business clients through all stages of their lifecycle, from start-up to maturity. We offer customized solutions intended to address all business financial needs, including a full range of flexible banking and cash management, short- and long-term financing, retirement plan programs and, ultimately, succession and one-time liquidity events. We are committed to meeting the unique needs of business owners, often meeting with key advisors such as attorneys, tax and insurance specialists and accountants, when requested. We function as a closely knit wealth management and banking team to help you benefit from the knowledge and insight of our entire group. We invite you to contact us to see for yourself how our objective, individualized advice and guidance may benefit you. To discover how a Merrill Lynch Financial Advisor can help you achieve your financial goals, contact the Resident Director listed above. Merrill Lynch is conducting the following NASA/Space Coast Career Transition seminars: Suntree Country Club – Guest Speaker “Andy Friedman” Melbourne, FL June 8th @ 6:30 p.m. Please R.S.V.P. to your Financial Advisor or call 877-342-7535. Riverrocks 6485 U.S. Hwy 1 Rockledge, FL Times: 12 noon and 6:30 p.m. on each of the following days: July 13th July 27th Noon August 10th 6:30 August 24th Noon September 7th 6:30 September 21st Noon October 5th 6:30 October 19th Noon Please R.S.V.P. to your Financial Advisor or call 877-342-7535. Pumpernickels 2850 South Hopkins Avenue Titusville, FL Times: Noon or 6:30 p.m. on each of the following days: July 14th July 28th 6:30 p.m. August 11th Noon August 25th 6:30 p.m. September 8th Noon September 22nd 6:30 p.m. October 6th Noon October 20th 6:30 p.m. Please R.S.V.P. to your Financial Advisor or call 877-342-7535.