Branch Office Profile
The Merrill Lynch Boulder office focuses on delivering superior personal service and advice to our clients, who are typically successful individuals, families, and businesses. We assist our clients in wealth accumulation, wealth preservation, and wealth transfer stages of their lives through an integrated planning process. The process includes asset allocation review, portfolio management, liability management, tax minimization, and asset protection. Additionally we work with entrepreneurs and corporate executives through all stages of their business’s life cycle from growth to maturity, by providing services ranging from cash management, to short-term financing, to long-term financing, and work to deliver the full range of services from one of the largest global financial services firms. We also provide succession planning, can assist with the private sale of businesses, and offer group benefit plans. At the heart of our philosophy is a desire to focus on fewer clients, build enduring relationships and provide exemplary client service.
Please do not hesitate to call, email or stop by to learn more about our office, our advisors, and our firm. We will work with you to determine your needs and connect you with the right Financial Advisors in our office for your situation.