Merrill Lynch Financial Advisor Trip Shumate
500 Lee Street, Charleston, WV 25301
Location & Phone number
500 Lee St Unit 1100, Charleston, WV 25301, United States
About the Business
Merrill Lynch Financial Advisor Trip Shumate, located at 500 Lee Street in Charleston, West Virginia, offers personalized financial advice and guidance to help clients develop a customized financial strategy. With nearly 30 years of experience in the newspaper business, venture capital, and public accounting, Trip Shumate has a deep understanding of the financial challenges facing small business owners. As an entrepreneur within a large company, Trip creates a client-centered practice with access to the extensive resources of a respected financial services firm.
At Merrill Lynch Wealth Management, Trip and his team focus on building strong client relationships based on trust and personalized service. They utilize the Merrill Personal Wealth Analysis™ to create a personalized plan centered on each client's goals and aspirations. By listening to clients' needs and priorities, Trip helps them navigate through life's transitions and financial challenges.
By offering investment insights, banking solutions from Bank of America, and personalized financial approaches, Trip Shumate helps clients manage, grow, and preserve their wealth. The team at Merrill Lynch Wealth Management believes in staying connected with clients to review goals, track progress, and make adjustments as needed to achieve what matters most to each individual.
With a commitment to educating clients about investing and providing thoughtful analysis of their financial situations, Trip Shumate aims to develop tailored wealth management approaches for the future. As a Merrill Lynch Wealth Management Advisor, Trip works with clients to design customized investment strategies that address their specific needs and goals.
Investing involves risk, and past performance does not guarantee future results. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are encouraged to consult with their own advisors before making financial decisions. With a focus on personalized service, comprehensive financial solutions, and staying on track regardless of market fluctuations, Trip Shumate and his team are dedicated to helping clients live their best financial lives.
Photos
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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