Branch Office Profile
With 28 Financial Advisors averaging more than 20 years of market experience (and amassing more than 50 professional designations), and 15 Client Associates (10 of whom are registered), we can offer you an exceptional level of service and knowledgeable advice and guidance designed to help you live the life you want.
Our wealth management process—which includes access to Merrill Lynch’s vast global wealth of resources—is personal and consultative, and it begins by learning as much as possible about you, your family and, if applicable, your business. To help you preserve and grow your wealth, we’ll become familiar with your assets and liabilities, help you prioritize your financial goals and objectives, and weigh them within the context of your risk tolerance and anticipated timeline.
Once we are confident we understand your goals, we can work with Merrill Lynch’s award-winning specialists and explore opportunities on your behalf. Products and services are considered with your objectives in mind and recommended only if they fit into your overall strategy. Our thoughtful, individualized advice and guidance can extend to a wider range of financial services, including retirement planning and cash flow analysis, wealth distribution and gifting, philanthropic planning, and concentrated stock strategies.
We can also provide access to a Bank of America Wealth Management Banker, who can assist you with a wide range of banking services, including cash management, credit and lending and business support, such as: commercial banking, middle market and business banking, commercial real estate banking, raising debt and equity capital, employee benefits, liquidity management and mergers and acquisitions.
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations devoted to cancer research, cystic fibrosis, health sciences, entrepreneurship programs, the environment, social issues, nursing and general education.
Please contact us to learn more about how we will work to make a positive impact on your financial life.