Branch Office Profile
Through every market cycle, Merrill Lynch’s Fort Lauderdale Complex has put “big picture” thinking at the center of everything we do. While our approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the more than 200 dedicated Financial Advisors and Client Associates from our 7 offices throughout southern Florida. We share ideas and team with each other—and with Merrill Lynch specialists, when appropriate—to be certain clients receive targeted recommendations designed to help them pursue their goals and dreams.
We’re dedicated to helping clients reach goals that are personally meaningful to them. Our goals-based wealth management process gives clients and their advisor teams the opportunity to work together to first define goals and priorities—such as retirement planning, education costs, values-based investing and income optimization/tax minimization—and then to determine the appropriate approach to attain them. Working on clients’ behalf, our role goes beyond assistance with stocks and bonds. Using the vast resources of Merrill Lynch, we can also assist with insurance, educational funding, charitable gifting, pension and deferred compensation services for businesses, executive guidance on concentrated stock positions and stock options, and estate planning services, including working closely with clients’ other professionals, such as attorneys, accountants and tax specialists.
Our teams provide access to Wealth Management Bankers who can offer cash management, credit and lending strategies, including residential lending and liquidity management. And we also address business owners’ short- and long-term needs with access to our Global Commercial Banking group, which offers strategies and solutions for companies and not-for-profit institutions with revenues ranging from $3 million to $2 billion.
Our staff would like to show you how our professionalism and dedicated client service can benefit you, your family and your business. Call the office nearest you.
Greater Fort Lauderdale Complex Branch offices:
Aventura, FL 305-933-6200/800-937-0335
Coral Springs, FL 954-755-6500/954-937-0277
Fort Lauderdale, FL 954-537-3800/800-456-7957
Fort Lauderdale, FL (Las Olas Blvd.) 954-357-4500/800-937-0279
Plantation, FL 954-916-2800/800-937-0613
Weston, FL 954-349-9360/800-663-7477