Merrill Lynch Wealth Management
5775 North Sam Houston Parkway West, Houston, TX 77086
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
5775 North Sam Houston Pkwy W, Houston, TX 77086, United States
About the Business
Merrill Lynch Wealth Management is a financial institution located in Houston, Texas, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience, beyond just wealth planning advice.
Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies tailored to their long-term objectives.
Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning tools, and resources to help you pursue your financial and life goals. Our culture provides ongoing training, mentoring, and technology for advisors, with a focus on individually customized investment approaches and wealth management advice.
Investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice. Our services include brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when determining which is best for you.
Merrill Lynch, Pierce, Fenner & Smith Incorporated offers investment products through affiliated companies of Bank of America Corporation. Insurance, annuity products, trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are offered by Bank of America, N.A. and affiliated banks.
By working with Merrill Lynch Wealth Management, you can access a range of resources and services to help you achieve your financial goals. We strive to provide information about products and services that are interesting and useful to you. Feel free to contact us for more information or to speak with a financial advisor.
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