Branch Office Profile
The Merrill Lynch Ocean City Office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering exemplary service. It is our goal to differentiate Merrill Lynch from other financial services companies and to educate the Ocean City community on the value of disciplined saving and planning with a focus on personalized client service. The key to the firm's sustained growth is its emphasis on integrated teamwork. Our team of wealth management advisors within Merrill Lynch bring a deeper and broader level of professional knowledge to clients, beyond just stocks and bonds, in addition to an elevated and more specialized level of service. This, coupled with Merrill Lynch's diverse portfolio of resources, make our firm one of the most attractive sources for holistic financial services in the area. Successfully managing each client's specific needs is critical to a long-term relationship. It is imperative to look beyond the single dimension of investments and find powerful, innovative ways to integrate and optimize all the pieces of a client's financial life. Merrill Lynch has witnessed an evolution of client sophistication and needs over the years. As a result, we have assembled global scale and depth to meet those needs and provide simplified strategies for our valuable clients. Our primary focus is to go beyond financial advice to be an essential partner to our clients by helping them achieve their financial goals with a high probability of success.