Merrill Lynch Wealth Management
Corporate Office
Why pick this one
Merrill Lynch Wealth Management serves Wilson with retirement income, estate-planning coordination, and investment guidance backed by Merrill and Bank of America resources.
Best for
- retirement income planning
- families planning multigenerational wealth transfers
- business owners and executives needing wealth planning
- investors managing concentrated stock positions
- families and businesses in Wilson and the broader North Carolina region
Specialties
- retirement income planning
- concentrated stock position guidance
- traditional investment guidance
- estate planning coordination
- legacy and multigenerational wealth planning
What makes them different
- The Davis Group reports more than 40 years of combined wealth management experience.
- The Davis Group is a father-son generational team serving families and businesses predominantly in North Carolina and the Southeast.
- Homes Hill Group advisors have Forbes Best-in-State Wealth Advisors recognition for 2023-2025.
- BTE Group advisors have Forbes Best-in-State Wealth Management Teams recognition for 2025-2026.
- Branch advisors can draw on Merrill investment insights and Bank of America banking and estate-planning services.
- Serves
- Wilson
Distilled from this business's own website.
Contact & Location
- Address
- 2315 Airport Blvd NW Ste B, Wilson, NC 27896
- Phone
- 2523992500
- Website
- https://advisor.ml.com/sites/nc/wilson-nc
Services
- wealth management
- investment management
- financial planning
- retirement planning
- estate planning coordination
- Bank of America banking and lending solutions