Merrill Lynch Senior Consultant Lisa Ray Premo
Why pick this one
They specialize in wealth management for families and have provided services exclusively for over 25 years.
Best for
- wealth management for high-net-worth individuals
- financial planning for families with complex financial needs
Look elsewhere if
- individuals seeking basic or low-cost financial advice
- clients who prefer a less personalized service approach
Specialties
- wealth management
- financial planning
Certifications
- Merrill Private Wealth Management
What makes them different
- focuses exclusively on wealthy families
- offers a boutique service model
- has five experienced partners
- provides access to investment insights from Merrill and banking solutions from Bank of America
- tailors strategies to meet both short and long-term objectives
- Years in business
- 25
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 620 S Tryon St, Charlotte, NC 28202
- Phone
- 7043392009
- Website
- https://advisor.ml.com/sites/nc/charlotte-uptow...
Services
- private wealth management
- investment management