Merrill Lynch Wealth Management
Corporate Office
Why pick this one
Merrill Lynch Wealth Management offers retirement income planning, concentrated-stock guidance, and access to Bank of America estate-planning services in Chapel Hill.
Best for
- retirement income planning
- business owners and executives managing complex wealth
- families planning wealth transfer and gifting
- clients with concentrated stock positions
- clients coordinating investment plans with CPAs or attorneys
Look elsewhere if
- users seeking emergency financial services
- users seeking standalone tax preparation or legal representation
Specialties
- retirement income planning
- concentrated stock position guidance
- estate planning coordination
- wealth transfer and gifting strategies
- Social Security strategy
What makes them different
- Access to Bank of America estate planning services
- Coordination with clients' accountants, CPAs, tax attorneys, and other outside professionals
- Advises individuals, families, business owners, executives, and institutions
- The Beanland Group lists Forbes recognitions for individual advisors and wealth management teams
- The Clark-Combs Group serves business owners, biotech and technology executives, and university faculty and administrators
- Serves
- Chapel Hill, Cary, Raleigh, Durham
Distilled from this business's own website.
Contact & Location
- Address
- 1414 Raleigh Rd, Chapel Hill, NC 27517
- Phone
- 9194282130
- Website
- https://advisor.ml.com/sites/nc/chapel-hill-nc
Services
- wealth management
- financial planning
- portfolio management
- investment guidance
- retirement planning
- estate planning coordination
- insurance planning