Branch Office Profile
The Jackson, Mississippi office of Merrill Lynch has been in operation since the 1930s and is part of the Greater Louisiana Complex. The Jackson branch has a rich tradition and a strong sense of commitment to the clients. We feel it's important to infuse each client meeting with the sense of an intimate family gathering. We believe that when we can connect on a "local" level, it helps to demonstrate our integrity, respect for clients and their financial dreams, and our shared Southern Heritage.
Our commitment to client service and satisfaction is practiced daily by the Branch's Financial Advisors, who begin every relationship by working to fully understand each client's current financial situation. Once we accumulate that information, we work to educate clients on the value of following a blueprint designed to help them identify their personal and professional goals, including those related to lifestyle and multi-generational issues. Once the goals are established, our Financial Advisors help clients create strategies and advice designed to meet their long-term objectives, covering a wide range of wealth management possibilities, including business valuations, insurance, concentrated stock, retirement, philanthropy, wealth transfer, and estate planning services.
For more information about how Merrill Lynch can help you lead the life you wish, contact us at your convenience.