Branch Office Profile
All five of our Seattle Denali offices share a common goal: to help affluent households and business owners achieve their financial dreams. While each of our offices has its own team of experienced Merrill Lynch Financial Advisors—nearly 71 in our Seattle Washington headquarters office, and approximately 109 in all, many with professional designations—we regularly talk to and team with each other so we can help shape client recommendations that reflect our combined knowledge, independent thinking and powerful resources.
Before we make suggestions or formulate strategic directions, we take the time to ask questions so we can understand clients’ hopes and dreams, for now and the future. Our Financial Advisors recognize that no two clients are identical, and they work with clients to help them allocate assets and customize portfolios, based on specific need, risk tolerance, comfort level, liquidity needs and time horizon. We offer clients access to specialists from all over the globe, and help in areas such as estate planning services, philanthropic endeavors, investments, income management, concentrated stock strategies, retirement and wealth transfer.
One of our major advantages is being able to provide clients with access to a Bank of America Wealth Management Banker, who can review and help strategize cash management, credit and borrowing needs and opportunities. Business owners and executives can also gain access to Bank of America's Global Commercial Banking group, which offers strategies and solutions for companies, government agencies and not-for-profit institutions with revenues ranging from $2.5 million to $2 billion.
Our goal is to help clients fully integrate and manage all the pieces of their financial lives.
“Asset allocation does not ensure a profit or protect against loss in a declining market.”