Merrill Lynch Financial Advisor Julie G Sandberg
222 2nd Avenue South, Nashville, TN 37201
About the Business
Merrill Lynch Financial Advisor Julie G Sandberg is a finance institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. Supported by the global resources of Merrill, the team at this institution is made up of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as asset allocation, diversification, and rebalancing to help clients pursue their financial goals. Registered as a Senior Wealth Management Client Associate, the financial advisors at Merrill Lynch Wealth Management focus on understanding each client's family, goals, and priorities, adapting their approach as these evolve over time. By listening to clients and collaborating with them, the advisors work to develop personalized investment and planning strategies designed to help clients achieve their most important goals. The institution also offers access to investment insights from Merrill and banking solutions from Bank of America to address clients' financial needs. Through tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the advisors aim to create customized plans centered on clients' goals and priorities. Regular check-ins and adjustments to the financial approach are made to ensure clients remain on track to achieve their objectives. The institution also provides educational resources, webcasts, and investment insights to help clients stay informed and make informed financial decisions. With a focus on building a long-term relationship with each client, Merrill Lynch Financial Advisor Julie G Sandberg aims to help individuals and families achieve their financial goals and navigate the complexities of the financial markets.
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Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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