Merrill Lynch Financial Advisor Annette M. Nicolay 30 West Patrick Street, Frederick, MD 21701
About the Business
Merrill Lynch Financial Advisor Annette M. Nicolay, located at 30 West Patrick Street in Frederick, Maryland, offers a personalized and detailed approach to managing wealth. Annette focuses on listening to her clients' needs and ensuring that every strategy is tailored to their individual goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, Annette addresses various aspects of her clients' financial lives.
Annette and her team are actively involved in the communities they serve, dedicating time, energy, and resources to create positive change. Annette began her career in Wealth Management in 2004 and joined Merrill Lynch Wealth Management in 2017. She holds a Bachelors of Science in Business Management from the University of Maryland.
As a Registered Senior Wealth Management Client Associate, Annette helps clients prioritize their goals and create personalized financial plans. By utilizing the Merrill Personal Wealth Analysis™ tool, Annette can build a plan centered on her clients' aspirations and tailored to their needs.
Annette believes in the importance of understanding her clients' goals and priorities, and she works to help them make informed financial decisions. She offers a range of services, from retirement planning to education funding, all designed to help clients pursue their financial objectives.
Through ongoing conversations and regular reviews, Annette ensures that her clients' financial approaches are up-to-date and reflective of their changing circumstances. She believes that the best financial approach is one that helps clients achieve their goals, and she is dedicated to providing personalized service and guidance.
Annette Nicolay is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial lives. With a focus on personalized investment strategies and comprehensive financial solutions, Annette and her team at Merrill Lynch Wealth Management are committed to putting their clients first and helping them pursue their financial goals.
Photos
Location & Phone number
30 W Patrick St 4th Floor, Frederick, MD 21701, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Business Succession Planning
- Client Advisory Services
- Comprehensive Financial Planning
- Education Funding
- Estate Planning
- Family Financial Planning
- Financial Goals
- Financial Independence
- Financial Planning
- Financial Wellness
- Investment Insights
- Investment Solutions
- Investment Strategies
- Investor Education
- Long Term Care Planning
- Merrill Lynch Financial Advisor Annette M. Nicolay
- Money Management
- Personalized Investment Advice
- Personalized Wealth Management
- Philanthropic Giving
- Retirement Planning
- Senior Financial Planning
- Tax Planning
- Wealth Creation
- Wealth Management Strategies
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