Merrill Lynch Financial Advisor Boriss Bikosvili 2 Belvedere Place, Mill Valley, CA 94941
About the Business
Merrill Lynch Financial Advisor Boriss Bikosvili, located at 2 Belvedere Place in Mill Valley, California, offers personalized guidance and detailed strategies to high-net-worth individuals, couples, and families in pursuit of their financial goals. Boriss, a Vice President at Merrill, brings over a decade of experience in wealth management and banking, focusing on helping clients clarify their aspirations, advance their priorities, and create the lives they envision for themselves and their loved ones. With a commitment to service excellence, Boriss begins each relationship with a conversation to understand clients' goals and provide tailored solutions. Fluent in English and Russian, Boriss is dedicated to helping clients manage, grow, and preserve their wealth by developing personalized plans centered on their objectives. Supported by the global resources of Merrill, Boriss and his team strive to build strong client relationships based on trust and personalized service. Through ongoing conversations and adjustments to financial approaches, Boriss works closely with clients to help them achieve their financial goals and navigate life's changes. As a Merrill Lynch Wealth Management Advisor, Boriss is committed to putting clients first and providing comprehensive financial solutions tailored to their needs.
Location & Phone number
2 Belvedere Pl Suite 100, Mill Valley, CA 94941, United States
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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- Financial Advisor
- Audit & Consulting
- Affluent Investor Services
- Asset Allocation
- Banking Services
- Business Succession Planning
- Estate Planning
- Family Office Solutions
- Family Wealth Management
- Financial Advisor
- Financial Goals
- Financial Planning Services
- Financial Strategy Development
- Financial Wellness
- Global Resource Expertise
- High Net Worth Family Offices
- High Net Worth Individuals
- Independent Financial Advisor
- Individualized Financial Guidance
- Investment Advice
- Investment Portfolio Management
- Legacy Planning
- Long Term Investment Strategies
- Merrill Lynch Wealth Managementadvisor
- Personalized Wealth Management
- Retirement Income Planning
- Retirement Planning
- Tax Planning
- Wealth Creation
- Wealth Preservation
- Wealth Transfer Planning
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