Merrill Lynch Financial Advisor Casey Edwards
Why pick this one
They specialize in wealth planning and have been recognized as a Best-in-State Wealth Management Team by Forbes in 2026.
Best for
- personalized wealth management
- investment strategy
- financial planning
Look elsewhere if
- general financial tips
- basic banking services
Specialties
- wealth planning
- investment management
Certifications
- Forbes Best-in-State Wealth Advisors
- Forbes Best-in-State Wealth Management Teams
What makes them different
- focus on clients' financial life goals
- holistic approach to financial planning
- dedication to personalized client experiences
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4242 Six Forks Rd, Raleigh, NC 27609
- Phone
- 9198292082
- Website
- https://advisor.ml.com/sites/nc/raleigh-nc/littlewood
Services
- financial advisory
- wealth management