Merrill Lynch Wealth Management
Financial Service
Why pick this one
Merrill Lynch Wealth Management offers retirement income planning and concentrated-stock guidance from its Chapel Hill branch.
Best for
- retirement income planning
- concentrated stock positions
- multigenerational wealth planning
- business owners and executives seeking financial strategies
- clients coordinating wealth planning with accountants or tax attorneys
Specialties
- retirement income planning
- guidance on concentrated stock positions
- traditional investment guidance
- wealth planning
- estate planning access through Bank of America
What makes them different
- Advisors serve individuals, families, business owners, executives, and institutions
- Access to Bank of America estate planning services
- Advisors can collaborate with clients' accountants and tax attorneys
- Advisors can draw on industry analysts and specialists
- The branch addresses lifestyle and multigenerational financial goals
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 3211 Shannon Rd, Durham, NC 27707-6322
- Phone
- +19194908200
- Website
- https://www.local.ml.com/DURHAM_NC
Services
- financial strategy development
- wealth management
- retirement planning
- investment guidance
- estate planning coordination