Merrill Lynch Financial Advisor Theresa Lo Monaco Boulos
4400 U.S. 9, Freehold, NJ 07728
About the Business
Merrill Lynch Financial Advisor Theresa Lo Monaco Boulos, located at 4400 U.S. 9, Freehold, New Jersey, United States, offers wealth management services to high-net-worth families. Theresa, along with her team, Fields Boulos and Associates, focuses on retirement strategies, wealth management, asset preservation, and legacy planning. The group consists of multigenerational diverse wealth management professionals dedicated to helping affluent families nationwide achieve their financial goals. Theresa is the current chair of Global Wealth Investment Management Women's Exchange at Merrill, a network of about 7,000 employees focused on business development, mentorship, recruitment, and advocacy. She is passionate about supporting the careers of female employees at Merrill.
The Merrill Personal Wealth Analysis™ helps build and document personalized financial plans centered on individual goals. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Financial advisors at Merrill focus on understanding clients' priorities, family, and goals, adapting their approach as needs change over time.
Through in-depth conversations and the Investment Personality Assessment, advisors customize financial approaches to help clients pursue meaningful goals. The team at Merrill Lynch helps clients manage, grow, and preserve their wealth, with access to investment insights and banking solutions from Bank of America.
As life and financial markets evolve, advisors at Merrill Lynch regularly review and adjust financial approaches to help clients stay on track. By understanding clients personally and focusing on their priorities, advisors can help create financial plans that reflect individual personalities and goals.
Merrill Lynch Financial Advisor Theresa Lo Monaco Boulos is registered to do business in multiple states and is dedicated to helping clients achieve their financial goals through personalized wealth management services.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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