Merrill Lynch Financial Advisor Mark Ward
555 Capitol Mall, Sacramento, CA 95814
Location & Phone number
555 Capitol Mall, Sacramento, CA 95814, United States
About the Business
Merrill Lynch Financial Advisor Mark Ward, located at 555 Capitol Mall in Sacramento, California, is a finance institution dedicated to truly understanding what matters most to you in order to create a successful financial strategy. Mark Ward tailors financial strategies specifically for individuals, families, and businesses, supported by market viewpoints and portfolios from the industry leader in research and analytics. By starting with thoughtful questions and meaningful conversations about your priorities and goals, Mark Ward ensures that your financial strategy is personalized and effective.
Merrill Lynch Wealth Management follows the deep-seated tradition of participating in the communities they serve, driving their interest in spending time volunteering with organizations in the community. The Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals and focused on what you want to achieve. Your financial advisor at Merrill Lynch focuses on the things you care about most, such as family, goals, and priorities, even as they change over the years.
Through the Investment Personality Assessment, Mark Ward can gain a deeper understanding of how you think and feel about investing in order to customize the financial approach to help you pursue what matters most to you. By placing the investor at the center of the planning process and maintaining a market focus, Mark Ward helps you work through difficult financial transitions and decisions that can occur in your life.
With access to the investment insights of Merrill and banking solutions from Bank of America, Mark Ward will work with you to develop an approach designed to help address your financial needs. By staying connected and discussing changes in your life and financial goals, Mark Ward can help you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Mark Ward help you reach your financial goals by creating a personalized and effective financial strategy.
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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