Merrill Lynch Financial Advisor Brock Doran
Why pick this one
Brock Doran offers personalized financial strategies and collaborates with other specialists to create tailored wealth management plans.
Best for
- individuals seeking personalized financial advice
- those planning for retirement and wealth management
Look elsewhere if
- looking for automated or impersonal financial services
- clients wanting quick, one-size-fits-all solutions
Specialties
- personalized financial strategy
- goals based wealth management
- retirement planning
- trust planning
- college savings strategies
Certifications
- Chartered Retirement Planning Counselor
What makes them different
- Brock Doran has worked his entire career in the financial services industry
- Offers a detailed Personal Wealth Analysis
- Collaborates closely with clients' CPA and estate planning attorney
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4242 Six Forks Rd, Raleigh, NC 27609
- Phone
- 9198292034
- Website
- https://advisor.ml.com/sites/nc/raleigh-nc/brockdoran
Services
- financial advising
- investment management
- banking services
- insurance solutions