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To learn more about Merrill Lynch in Miami, please contact:
Merrill Lynch 200 S. Biscayne Blvd., Suite 4500 Miami, FL 33131 (305) 577-6900 jeffrey_ransdell@ml.com josh_moody@ml.com
Advice and guidance from one of the world's leading financial brands
Wherever your financial life takes you—across Miami or around the world—our financial teams offer you skilled insight, caring and highly personal service, combined with the global resources of Merrill Lynch. It's service that strives to help you:
At Merrill Lynch, your interests are squarely at the center of everything we do, no matter what your needs and circumstances. Our goal is simple: to help make your financial life better. You get a qualified team of professionals dedicated to understanding your unique goals and helping you pursue them. That means our focus is on how you are doing, versus how the markets are doing. You can expect a disciplined, objective approach to your investments, and financial advice that's relevant to your specific needs and preferences. And you can count on us to always be up front and straightforward with your options, their risks and the potential outcomes.
In working with generations of leading families throughout Miami, Latin America and the Caribbean, we know it's important to listen, learn and get feedback on what they want most from a financial team. That's why we offer our clients close, personal relationships and strive to be accessible, especially when they need us most. You can also count on frequent reviews to help ensure strategies and your investment approach are on track. As your life unfolds, we'll be there to help you adjust that approach to help ensure it stays on course toward the outcome you want.
We also offer disciplined risk management designed to help clients preserve and grow their capital to help meet their needs today, and share a legacy with future generations.
You'll find we're ready with insight and experience to help you make most of your resources.
Source: 1. Barron's magazine, April 21, 2014, America's Top 100 Financial Advisors list. Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 2. Barron's magazine, Feb. 24, 2014, Top 1,200 Advisors list. Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. 3. Barron's magazine, June 10, 2013, America's Top 100 Women Financial Advisors list. Advisors considered for the "America's Top 100 Women Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
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