Merrill Lynch Financial Advisor Nancy F De Leon
1803 Broadway, San Antonio, TX 78215
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Located at 1803 Broadway in San Antonio, Texas, Merrill Lynch Financial Advisor Nancy F De Leon offers personalized wealth management services supported by the global resources of Merrill.
Our team is dedicated to building strong client relationships based on trust and personalized service. We understand that your financial goals and priorities may change over time, so we take the time to get to know you as an individual and investor. By understanding your unique circumstances and objectives, we can create custom strategies designed to help you pursue each of your goals.
At Merrill Lynch Wealth Management, we believe in being your financial ally for each succeeding generation. We start by listening to learn more about you and your family, identifying and prioritizing which goals matter most to you. Through our Investment Personality Assessment, we gain deeper insights into your investing preferences, allowing us to customize a financial approach tailored to your needs and priorities.
Our financial planning process begins with understanding your goals, risk tolerance, time horizon, and liquidity needs. We offer a breadth of potential solutions, premier customer service, and financial tools based on your unique circumstances. Whether you're transferring wealth to the next generation, pursuing your passions, or staying informed, we're here to help you achieve your goals.
As your life and goals change, we have tools to help you keep track of these changes so they can be reflected in your financial approach. We'll meet with you regularly to review your goals and the progress you've made toward reaching them, making any necessary adjustments along the way.
At Merrill Lynch Wealth Management, we put you first, every day. Our dedicated team is here to listen, guide you, and help you live your best financial life. Contact us today to learn more about the personalized investment strategies and comprehensive financial solutions we offer.
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