Assoc Res Director
First Vice President-Wealth Management
400 N PENNSYLVANIA AVE Suite 150
ROSWELL, NM 88202-1357
Directions to Branch
Charlie is the Manager of the Roswell Merrill Lynch office as well as Vice President, Senior Financial Advisor. Charlie has been Manager of the Roswell office for the past 17 years and a Financial Advisor for 23 years with Merrill Lynch. As a Financial Advisor, Charlie focuses on total wealth management and provides strategies for multidimensional personal and business finances. Charlie has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate recommendation, and review the progress we are making together toward reaching those goals and objectives.
With Charlie, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Charlie meets regularly with clients to ensure their financial lives are consistent with their personal circumstances.
Once your wealth management plan has been implemented, Charlie will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you will be less effected by extraneous event driven decisions. I embrace the concept of Total Merrill in my ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services for clients. I have access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a strategy that meets each clients unique financial objectives.
Charles Murphy is registered to do business in:AR, AZ, CA, CO, CT, FL, ID, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NM, NV, OK, OR, SC, TX, UT, VA, WA, WI, WY
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer, Member FINRA and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.