The BOCA RATON Office

Matthew  N  Liebman 
Branch Manager
    MERRILL LYNCH BUILDING
    120 E. PALMETTO PARK RD.
    BOCA RATON,  FL  33432

    Phone: (561) 393-4500

Zoom
BOCA RATON Branch Office
delicious
Please wait while the page loads data
Loading Map...
Merrill Lynch Branch Office
BOCA RATON, FL 

Branch Office Profile

The Merrill Lynch Boca Raton office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering exemplary service. This office serves as the hub for the Boca Tropics Complex which offers three offices in Boca Raton and Delray Beach. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through holistic wealth management planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments, collars, and customized liquidity contracts. Some or all Alternative Investments may not be suitable for certain investors. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.

Client Commitment



Financial Advisors at this Location

 
 
  Brian C. Buetel
  Matthew P. Rogge
 
 
 
 
 
  Scott E Commander
  Jonathan Heyen
 
  Rocco A. DePalma
  Dale A. Wallace
  Brandon C. Jeanneret
  David E. Jankowitz
  Michael Weingart
  Ryan Nappo
 
 
  Glenn Fuller
  Jason Lieberman
 
 
 
  William LaPato
  Katherine Ross
 
  Bill LaPato
  Katy Ross
 
 
 
 
  Ernest G. McMullen
  Donald E. Euston
  Michael H. Kennis
  Abraham Cardenas
  George J. O'Rourke
 
 
 
  Barry Mordis
  Gerald Ross
 
 
 
 
  Scott Notowitz
  Douglas Adams
 
 
 
 
  Steven Bell
 
 
 
  Richard Weisshaut
 
C8476318 (JCA*******801)