Merrill Lynch Wealth Management
Corporate Office
Why pick this one
Merrill Lynch Wealth Management collaborates with outside professionals to provide personalized financial strategies tailored to individual goals.
Best for
- individuals seeking customized wealth management
- those needing retirement income and estate planning assistance
Look elsewhere if
- clients seeking purely automated investment services
- those looking for a budget-centric basic portfolio management approach
Specialties
- retirement income planning
- estate planning services
- financial strategies for multi-generational issues
- guidance on concentrated stock positions
Certifications
- FINRA's BrokerCheck
What makes them different
- employs broad resources of Merrill Lynch Wealth Management
- collaborates with outside professionals such as accountants and tax attorneys
- offers personalized financial strategies based on individual goals
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 620 S Tryon St, Charlotte, NC 28202
- Phone
- 7043392000
- Website
- https://advisor.ml.com/sites/nc/charlotte-upto
Services
- wealth management
- financial advisory