Branch Office Profile
The Williamsburg office of Merrill Lynch began when former Merrill Lynch CEO and United States Secretary of the Treasury, Donald T. Regan retired to the historic colonial town. Collectively, our Financial Advisors offer our clients more than 100 years of investment experience, focusing on all of their wealth management needs from creating and growing their wealth to protecting and preserving their wealth. Our Financial Advisors take a dynamic and individualized approach to helping clients address their financial needs. One that combines knowledge, experience, and acumen with a deep understanding not just of a client’s goals, risk tolerance, liquidity needs, and objectives, but of their lives, family, interests, and passions. It’s an approach based on “know-how” and “know-you”, and truly reflects our philosophy of working closely with clients to help them live the lives they want and plan for the future. As of January 2014, the clients of our Williamsburg office have entrusted us with over a billion dollars in assets and liabilities.