Merrill Lynch Wealth Management
230 North Woodland Boulevard, DeLand, FL 32720
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
Photos
Location & Phone number
About the Business
Merrill Lynch Wealth Management, located at 230 North Woodland Boulevard in DeLand, Florida, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides tailored wealth planning strategies to help clients navigate both rising and turbulent markets.
In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management advisors can assist with concentrated stock positions and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to identify their goals and create financial strategies designed to meet their long-term objectives.
The institution is deeply committed to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives. Merrill Lynch Wealth Management offers a disciplined wealth planning platform, industry insights, and technological resources to help clients pursue their financial and life goals.
Aspiring financial advisors can benefit from Merrill Lynch's training programs, mentoring, and technological resources, while experienced advisors have access to a wide range of tools and marketing resources to enhance client relationships and build their business. The institution emphasizes the importance of personalized investment approaches and wealth management advice tailored to individual client needs.
Merrill Lynch Wealth Management has been training financial advisors since 1946, equipping them with the skills and knowledge needed to assist clients in pursuing their unique financial goals. Clients should consult with their legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results.
Overall, Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by providing personalized advice, access to industry insights, and a broad range of financial services to meet their individual needs.
Reviews
"Merill Lynch 1 star for banning Cryptocurrency fund investors. Bad move. Will remove 1 star when they reverse decision."
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