Merrill Lynch Financial Advisor Nicole Freites 2400 North Commerce Parkway, Weston, FL 33326
About the Business
Merrill Lynch Financial Advisor Nicole Freites is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. As your Merrill advisor, Nicole focuses on connecting all aspects of your financial life to help you prioritize and pursue your goals. With a deep understanding of your financial picture, she can create a flexible strategy tailored to your changing market conditions. Nicole provides access to investment insights from Merrill and banking solutions from Bank of America to help you pursue your goals through personalized wealth management strategies.
Supported by the global resources of Merrill, Nicole's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is created. The team is committed to helping you achieve financial success by understanding your goals and priorities, and providing advice and guidance to help you stay informed.
Nicole believes in helping clients make investment-related decisions that align with their meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, she can customize a financial approach tailored to your preferences. The goal is to help you manage, grow, and preserve your wealth while considering the impact for years to come.
As your life and goals evolve, Nicole's team has tools to help you track these changes and reflect them in your financial approach. By focusing on potential solutions that turn your goals into reality, they aim to help you achieve what matters most to you. Through ongoing discussions and adjustments to your financial approach, the team ensures you stay on track to reach your goals.
Merrill Lynch Wealth Management Advisors prioritize your financial complexities, offering personalized investment strategies and comprehensive financial solutions. With a dedicated one-on-one relationship, you can rely on expert guidance to help you navigate the many paths your life can take. Contact Nicole Freites to start creating a financial approach that reflects your unique needs and priorities, and helps you live your best financial life.
Photos
Location & Phone number
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Banking Solutions
- Comprehensive Financial Solutions
- Dedicated Financial Advisor
- Family Financial Planning
- Financial Complexity Management
- Financial Goals
- Funding Education Costs
- Goal-Oriented Financial Planning
- Investing In Children's Futures
- Investment Advice
- Investment Insights
- Investment Personality Assessment
- Investment Planning
- Investment Strategy Customization
- Long-Term Investment Plans
- Merrill Lynch Financial Advisor Nicole Freites
- One-On-One Financial Guidance
- Personalized Wealth Creation
- Personalized Wealth Management
- Retirement Planning Strategies
- Retirement Savings
- Saving For A Home
- Trust-Based Financial Relationships
- Wealth Accumulation
- Wealth Management Strategies
- Wealth Preservation
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