Branch Office Profile
This is a small branch office (SMO) located within the Jacksonville back office campus. There are NO operational facilities at this office. We do not accept deposits nor do we have the capability to print checks. If you need the assistance of a Financial Advisor please call our office directly or visit one of the individual Financial Advisor pages.
The Merrill Lynch South Point Office consists of experienced Financial Advisors who are dedicated to helping high-net-worth individuals—and their families and businesses— achieve their financial goals and receive superior customer service.
We are committed to exceeding your expectations in every area, and we work to make every contact and communication a positive one. We employ Merrill Lynch’s time-tested wealth management process. We begin by taking the time to fully understand your current financial situation so we can offer knowledgeable, individualized strategies and solutions.
We welcome the opportunity to demonstrate how we can make a significant difference in your life through strategies that can include wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.