Merrill Lynch Financial Advisor Robert C Ward
450 Old Country Road, Riverhead, NY 11901
Hours open
Monday:
8:30 AM - 4:00 PM
Tuesday:
8:30 AM - 4:00 PM
Wednesday:
8:30 AM - 4:00 PM
Thursday:
8:30 AM - 4:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
450 Old Country Road, Riverhead, New York 11901, United States
About the Business
Welcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals.
Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.
Our services include managing corporate 401K plans, nonprofit endowment, and foundation assets. We work closely with clients and their advisors to address various financial needs, from increasing liquidity and raising capital to funding retirement and preparing for second careers. Bob's commitment to the community is evident through his involvement with organizations like East End Arts, Big Brothers Big Sisters, and Junior Achievement, earning him the Presidential Volunteer Award three years in a row.
At Merrill Lynch Financial Advisor Robert C. Ward, we believe that the financial decisions you make today shape the future you build for yourself and your family. Our goal is to provide you with the insights and resources needed to make informed decisions and drive progress.
Please note that investing involves risk, and past performance does not guarantee future results. We encourage you to consult your legal and tax advisors before making financial decisions. For more information on our services and how we can assist you, contact us today to speak with a Merrill financial advisor.
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