Merrill Lynch Wealth Management
9825 Sawmill Parkway, Powell, OH 43065
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
Location & Phone number
About the Business
Merrill Lynch Wealth Management, located at 9825 Sawmill Parkway, Powell, Ohio, is a leading finance institution offering comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America.
The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique goals and needs, collaborating with them to create personalized financial strategies. The branch is actively involved in charitable outreach and volunteerism to support the communities in which they operate.
As a Merrill client, you have access to industry-skilled advisors, wealth planning tools, and the technological resources of a global financial services firm. The institution has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist clients in pursuing their financial goals.
Merrill Lynch emphasizes the importance of understanding the potential risks and rewards of investing, and encourages clients to consult with legal and tax advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients.
Whether you are an experienced advisor or looking to start a career in finance, Merrill Lynch provides ongoing professional training, mentoring, and technology to support your growth. With a focus on building strong client relationships and providing customized investment approaches, Merrill Lynch Wealth Management is committed to helping clients achieve their financial goals.
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