Merrill Lynch Wealth Management
Corporate Office
Why pick this one
Merrill Lynch Wealth Management provides High Point wealth planning with Bank of America banking and lending access.
Best for
- retirement planning
- business succession planning
- wealth transfer and legacy planning
- small-business owners seeking financial guidance
- families coordinating investments, lending, insurance, and estate-planning strategies
Look elsewhere if
- customers seeking emergency financial services
- customers seeking basic retail banking without wealth-planning needs
Specialties
- personalized wealth management
- retirement planning
- wealth transfer and legacy planning
- business succession planning
- custom lending
- charitable giving
- investment guidance
What makes them different
- The High Point branch has multiple financial advisors with access to industry analysts and specialists.
- Advisors provide access to Bank of America banking, residential lending, securities-based lending, checking, and savings solutions.
- Velepec Gibson & Associates received Forbes Best-in-State Wealth Management Teams recognition for 2024-2025.
- Donnette Draper has more than 25 years of financial industry experience.
- The advisors work with individuals, families, and small businesses on personal and professional goals.
- Serves
- High Point
Distilled from this business's own website.
Contact & Location
- Address
- 501 N Main St, High Point, NC 27260
- Phone
- 3364107207
- Website
- https://advisor.ml.com/sites/nc/high-point-nc
Services
- financial planning
- investment management
- retirement planning
- wealth preservation
- business financial planning
- banking and lending solutions
- insurance planning