Branch Office Profile
Our flagship New York office located in Midtown and just two blocks from Central Park is composed of more than 150 Financial Advisors serving high net worth individuals and institutions. We all take the utmost pride in the standard of service we provide and our ability to leverage all the resources that Merrill Lynch has to offer to deliver on our promises to you.
Our mission in the 5th Avenue Financial Center is:
"To go beyond financial solutions to be an Essential Partner to our clients.”
We assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through a total Wealth Management Process. The process includes goal-setting, asset allocation, portfolio management, liability management, tax minimization, asset protection and performance review. We also work with business owners through all stages of the business life cycle, from growth to maturity, by providing cash management for day to day operations, and financing for growth opportunities. We also provide succession planning, private sale of businesses and group benefit plans. Through our office, our clients can take advantage of customized strategies through a network of Wealth Management Specialists at Merrill Lynch. These individuals work with our Financial Advisors and their clients on portfolio construction, estate planning services, trust services, business financing, cash management, capital expansion, as well as succession planning, the private sale of businesses and group benefit plans.
1) Use of tax minimization or tax advice/strategies/efficient requires the following disclosure at the bottom of the page: Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
2.) Use of asset allocation requires the following disclosure at the bottom of the page: Asset Allocation does not ensure a profit or protect against loss in declining markets.