Merrill Lynch Financial Advisor Robert Macdonald
Why pick this one
Robert Macdonald is a Merrill Senior Vice President and Wealth Management Advisor offering one-on-one strategies in Boca Raton.
Best for
- people pursuing long-term financial goals
- families planning for college expenses or future health care costs
- business owners considering a business sale
- clients planning to transfer wealth to future generations
- clients seeking investment guidance combined with Bank of America banking and lending solutions
Look elsewhere if
- people seeking tax preparation, legal services, or insurance-only services
Specialties
- personalized wealth management strategies
- investment risk management
- wealth transfer planning
- retirement and health care expense planning
- college funding planning
What makes them different
- Robert Macdonald is a Merrill Senior Vice President and Wealth Management Advisor
- One-on-one financial strategy development
- Access to Merrill investment insights and Bank of America banking and lending solutions
- Uses Merrill's Investment Personality Assessment to inform customized financial approaches
- Located at 1 Town Center Rd in Boca Raton, Florida
Distilled from this business's own website.
Contact & Location
- Address
- 707 N Main St, Hendersonville, NC 28792
- Phone
- 8283784245
- Website
- https://advisor.ml.com/sites/nc/hendersonville-...
Services
- financial goal planning
- investment guidance
- wealth management
- banking and lending solutions through Bank of America