Branch Office Profile
The Memphis office of Merrill Lynch has served the financial needs of Memphis and surrounding communities since the 1920s. We are home to a group of extraordinary Financial Advisors with in depth experience and knowledge in finance, dedicated to serving the needs of our clients. Our mission in the Memphis office is: “To go beyond financial strategies to be an Essential Partner to our clients.” To that end, we assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through a total Wealth Management Process. The process includes goal-setting, asset allocation, portfolio management, liability management, tax minimization, asset protection and performance review. We also work with business owners through all stages of the business life cycle, from growth to maturity, by providing cash management for day to day operations, and financing for growth opportunities. Additionally, through our office, our clients can take advantage of customized strategies through a network of Wealth Management Specialists in the areas of Portfolio construction, consumer banking services, insurance, trust and estates, not for profit and endowments, retirement and 401(k)s, business financing, capital expansion, succession planning and structured investments. The Resident Director located in the Memphis office is Tom Williams. Other members of the Nashville-Memphis Leadership Team include Tyson Moore, Managing Director; Scott Matisak, Administrative Manager; Lucy Loew, Client Relationship Manager. For more information, please contact Tom Williams at 901-756-2000 or 800-937-0319.