Branch Office Profile
For more than 100 years, and through every market cycle, Merrill Lynch’s Portland Office has put clients and “big picture” thinking at the center of everything they do. While the approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the dedicated Financial Advisors that comprise Merrill Lynch’s Portland Office. We share ideas and team with each other to be certain clients receive targeted strategies designed to help them achieve their goals and dreams.
Our goals-based wealth management process begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating to help them develop an individualized investment strategy for each specific goal. We also express to them a strong belief that 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, retirement income, 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. And we can provide access to Bank of America Wealth Management Bankers who can offer cash management, credit and lending strategies.
Our commitment to clients extends into their communities. We believe in giving back to the neighborhoods and towns we serve.