Merrill Lynch Wealth Management
Corporate Office
Why pick this one
Merrill Lynch Wealth Management specializes in retirement income planning and has access to Bank of America's comprehensive wealth planning resources.
Best for
- individuals needing personalized financial strategies
- families planning for future generations
- business owners seeking investment guidance
Look elsewhere if
- budget-sensitive clients seeking only basic services
- individuals looking for purely transactional financial services
Specialties
- retirement income planning
- estate planning services
- wealth management
Certifications
- FINRA
What makes them different
- advisors are supported by the resources of Bank of America
- focus on personalized financial advice based on individual goals
- commitment to community engagement and charitable outreach
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13510 Ballantyne Corporate Pl, Charlotte, NC 28277
- Phone
- 7043415100
- Website
- https://advisor.ml.com/sites/nc/charlotte-bala
Services
- wealth management
- financial advising
- investment management