Merrill Lynch Financial Advisor William Link
Why pick this one
They provide personalized financial advice based on client goals and have multiple financial certifications.
Best for
- personalized financial advice
- investment management
Look elsewhere if
- seeking non-personalized service
- looking for basic financial services without in-depth analysis
Certifications
- AAMS™
- ADPA™
- APMA™
- AWMA™
- CRPC™
- CRPS™
- CSRIC®
- CFA®
- CFP®
What makes them different
- Provides personalized advice based on client goals
- Focuses on listening to clients
- Offers various financial certifications and designations
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4242 Six Forks Rd, Raleigh, NC 27609
- Phone
- 9198292018
- Website
- https://advisor.ml.com/sites/nc/raleigh-nc/william.link
Services
- financial advising