Bank of america investment in Birmingham, Alabama
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America's First Federal Credit Union
America's First Federal Credit Union is a financial institution located in Birmingham, Alabama. As the name suggests, it is known for being one of the first credit unions in America. Offering a range of financial services, including ATM access, America's First Federal Credit Union is committed to providing its members with convenient and reliable banking options. With a focus on community involvement and customer service, this institution is a trusted resource for all of your financial needs.
America's First Federal Credit Union
America's First Federal Credit Union is a trusted financial institution located at 1910 Gadsden Highway in Birmingham, Alabama. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment options. Our convenient ATM services make it easy for members to access their funds anytime, anywhere. With a strong commitment to customer service and community involvement, America's First Federal Credit Union is proud to serve the residents of Birmingham and beyond. Visit us today to experience the difference of banking with a credit union.
America's First Federal Credit Union
America's First Federal Credit Union is a trusted financial institution located at 1819 20th Street Ensley in Birmingham, Alabama. As the first credit union in America, we pride ourselves on providing top-notch financial services to our members. Whether you need to access our convenient ATMs or seek financial assistance, our dedicated team is here to help. Join us today and experience the difference of banking with America's First Federal Credit Union.
Merrill Lynch Financial Advisor K. Shaun Cosby
Merrill Lynch Financial Advisor K. Shaun Cosby is a reputable finance institution located at 100 Grandview Place in Birmingham, Alabama, United States. Shaun Cosby, a dedicated financial advisor, has been with Merrill Lynch Wealth Management since 2005, specializing in working with retired and soon-to-retire clients to help them achieve their wealth management goals. Shaun has been recognized for his expertise, being named to Forbes' "America’s Top Next-Generation Wealth Advisors” list in 2018 and Forbes' "Best-in-State Wealth Advisors" list in 2019, 2020, 2021, 2022, and 2023. Shaun is a qualified Portfolio Manager who offers personalized strategies to help clients pursue their financial objectives. He holds the CERTIFIED FINANCIAL PLANNER, CFP certification and the Chartered Retirement Planning Counselor, CRPC designation. Shaun also serves as a Resident Director, providing leadership and supervision to advisors and associates in Birmingham.
Merrill Lynch Financial Advisor Joe S Greene
Merrill Lynch Financial Advisor Joe S Greene, located at 569 Brookwood Village, Birmingham, Alabama, United States, is dedicated to managing your wealth with a personalized approach tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Joe Greene and his team strive to build strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, they demonstrate a commitment to understanding and meeting the needs of their clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Joe Greene helps clients create a personalized financial plan that evolves with their changing goals and priorities. With a focus on listening and understanding each client's individual needs, Joe Greene works to develop and implement a financial approach designed to help clients pursue their aspirations while managing investment risk. By staying engaged with clients to review progress and make adjustments as needed, Joe Greene aims to help them achieve their financial goals and navigate life's changes with confidence. As a Certified Financial Planner, Joe Greene is equipped to provide tailored investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Wealth Management Advisor Tommy E Jackson
Merrill Lynch Wealth Management Advisor Tommy E Jackson, located at 569 Brookwood Village, Birmingham, Alabama, United States, is a finance institution with a team of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, District of Columbia, and several US territories achieve their desired lifestyles. Investing involves risk, and the institution offers a broad range of brokerage, investment advisory, and other services. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) makes available various investment products sponsored, managed, distributed, or provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and affiliated banks. The institution also offers various certification marks and services such as financial planning, wealth management, and investment advisory. Clients are advised to consult their legal and tax advisors before making any financial decisions. The institution strives to provide information about products and services that may be of interest to clients. Please note that by leaving Bank of America's website and being redirected to FINRA's BrokerCheck, you are subject to separate terms and privacy policies.
Merrill Lynch Financial Advisor Robert P Brown
Merrill Lynch Financial Advisor Robert P Brown is a finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With over 15,000 Merrill Lynch Financial Advisors spread across all 50 states, District of Columbia, and several US territories, the institution aims to help clients achieve the lives they desire. Specializing in a wide range of financial services, including brokerage, investment advisory, and financial planning, Merrill Lynch also offers insurance and annuity products through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Additionally, Merrill Lynch is dedicated to providing clients with valuable information and services to help them make informed financial decisions. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Kim Lepley
Located at 569 Brookwood Village in Birmingham, Alabama, Merrill Lynch Financial Advisor Kim Lepley is a renowned finance institution supported by the global resources of Merrill. The team at Merrill Lynch is comprised of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. Recognized on the Forbes “Best-in-State Wealth Management Teams” list, Merrill Lynch offers personalized financial planning tailored to your unique goals and priorities. With a focus on understanding your needs and aspirations, Merrill Lynch provides comprehensive financial solutions to help you pursue your financial goals while managing investment risk. The institution's mission is to help you achieve financial success by creating a customized investment approach that reflects your personality and priorities. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch is here to guide you every step of the way. With access to the investment insights of Merrill and the banking convenience of Bank of America, Merrill Lynch Financial Advisor Kim Lepley is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Zenko J Hrynkiw
Merrill Lynch Financial Advisor Zenko J Hrynkiw, located at 569 Brookwood Village in Birmingham, Alabama, is dedicated to helping you manage your wealth through personalized wealth management strategies. With access to investment insights from Merrill and banking solutions from Bank of America, Zenko can assist you in creating a flexible strategy tailored to your goals and priorities. By conducting a Merrill Personal Wealth Analysis™, Zenko can develop a personalized plan centered on your aspirations, ensuring that your financial approach evolves with your changing needs. As a Certified Financial Planner, Zenko is equipped to guide you through investment decisions and trade-offs, helping you pursue personally meaningful goals. Through ongoing conversations and regular reviews, Zenko aims to keep you on track towards achieving what matters most to you, whether it's planning for retirement, funding a child's education, or passing wealth to future generations. With a focus on understanding your unique financial situation and goals, Zenko is committed to offering a personalized approach that reflects your personality and priorities. Let Merrill Lynch Wealth Management Advisor Zenko Hrynkiw help you navigate the complexities of your financial life and work towards realizing your financial objectives.
Merrill Lynch Financial Advisor Rick E Lessley
Merrill Lynch Financial Advisor Rick E Lessley, located at 569 Brookwood Village, Birmingham, Alabama, United States, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Rick Lessley can help you create a flexible financial strategy to navigate changing market conditions. By participating in the community and volunteering with local organizations, Rick Lessley upholds the Merrill tradition of serving the communities they work in. Through Merrill Personal Wealth Analysis™, Rick Lessley can help you build a personalized plan centered around your aspirations and focused on achieving what matters most to you. By understanding your goals and priorities, Rick Lessley aims to develop a financial approach that helps you manage, grow, and preserve your wealth while considering the impact for years to come. With a focus on building a one-on-one relationship, Rick Lessley works to help you pursue your financial goals and address fluctuations in the market and changes in your life.
Always Money
Always Money is a trusted financial institution located in Birmingham, Alabama, United States. We provide a wide range of financial services to help individuals and families manage their finances and achieve their financial goals. Our friendly and knowledgeable staff are dedicated to providing exceptional customer service and personalized solutions to meet the unique needs of each client. Whether you need a short-term loan, check cashing services, or money transfer options, Always Money is here to help. Visit us today to experience the convenience and reliability of our financial services.
Merrill Lynch Financial Advisor Andrew Taylor
Merrill Lynch Financial Advisor Andrew Taylor, located at 569 Brookwood Village in Birmingham, Alabama, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Andrew Taylor can help you navigate today's changing markets and explore financial possibilities. By taking the time to understand your full financial picture and what matters most to you, Andrew can create a flexible strategy designed to help you pursue your aspirations and preserve your wealth for future generations. As a dedicated Merrill advisor, Andrew believes in building long-lasting relationships with his clients, providing comprehensive financial solutions and personalized investment strategies to address their evolving needs. Whether you're planning for retirement, funding a child's education, or passing wealth to future generations, Andrew Taylor is committed to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Andrew Taylor to start a conversation about your financial future.
Merrill Lynch Financial Advisor Chad J. Richey
Merrill Lynch Financial Advisor Chad J. Richey is a finance institution located at 100 Grandview Place, Birmingham, Alabama, United States. Chad has always prioritized his clients' goals and concerns, providing a highly personalized approach to managing their assets. With experience navigating the volatility of various market cycles, Chad focuses on mitigating investment risk and introducing clients to alternative investments. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Plan Fiduciary Advisor (CPFA) designation, showcasing his commitment to ongoing industry training. Chad's background in banking allows him to provide comprehensive solutions for clients, including access to specialists at Bank of America for lending and cash management needs. With a Bachelor's degree in Business, Chad is dedicated to helping clients achieve their financial goals and build a better future for their families. The institution offers personalized wealth management strategies, tailored to each client's unique needs and priorities. By staying informed on the latest investment insights and strategies, Chad aims to help clients live their best financial lives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Chad J. Richey is committed to helping clients achieve their goals and navigate the complexities of their financial lives.
Merrill Lynch Financial Advisor Ulysses S Myers
Merrill Lynch Financial Advisor Ulysses S Myers is a prestigious finance institution located at 100 Grandview Place, Birmingham, Alabama, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Ulysses S Myers is a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, dedicated to building strong client relationships based on trust and personalized service. The team at Merrill Lynch, supported by global resources, is committed to helping clients achieve their financial goals by providing tailored investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Ulysses S Myers works to design personalized plans to help clients pursue their financial aspirations. Through ongoing communication and adjustments to financial approaches as life and goals change, the institution aims to help clients stay on track towards achieving what matters most to them. As a client of Merrill Lynch, you can expect dedicated one-on-one relationships and access to the latest investment insights and strategies to help you live your best financial life.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 Grandview Place in Birmingham, Alabama, is a leading finance institution that provides personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch offers financial strategies tailored to each client's unique goals and needs, including retirement income planning, guidance on investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their financial situation and create long-term strategies to help them achieve their objectives. Merrill Lynch also values community involvement, supporting local charities and organizations to help maintain vibrant and healthy communities.
Merrill Lynch Financial Advisor Lance C Ernest
Merrill Lynch Financial Advisor Lance C Ernest is a finance institution located at 100 Grandview Place in Birmingham, Alabama, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve their financial goals. Our advisors provide personalized financial planning services, investment advice, and wealth management strategies to help clients secure the lives they desire. Please note that investing involves risk and there is always the potential of losing money. Our advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. Merrill Lynch offers a wide range of brokerage, investment advisory, and other financial services. We are committed to providing you with information about products and services that may be of interest to you. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and U.S. Trust Company of Delaware, both of which are subsidiaries of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Securities and other investment banking activities are performed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and member of SIPC. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. We strive to help you achieve your financial goals and provide the resources and expertise to support your journey to financial success.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 2501 20th Place South in Birmingham, Alabama, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized investment strategies and expert guidance to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors is dedicated to helping you build a secure financial future.
Merrill Lynch Financial Advisor Kenneth M Bluestein
Merrill Lynch Financial Advisor Kenneth M Bluestein, located at 569 Brookwood Village in Birmingham, Alabama, United States, is a finance institution dedicated to understanding your financial goals and priorities. With a personalized approach, they help you design and implement a plan to manage investment risk and pursue your financial aspirations. The Bluestein Wealth Management Group simplifies the complexities of your financial life through a three-step process of evaluation and recommendation. With access to the investment insights of Merrill and banking solutions from Bank of America, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, Merrill Lynch Financial Advisor Kenneth M Bluestein is dedicated to helping you achieve your financial goals by providing insights, observations, and personalized financial solutions. Let them help you create a plan that reflects your unique needs and priorities, so you can pursue the retirement you've always envisioned.
James Ruzic - Regions Wealth Advisor
James Ruzic - Regions Wealth Advisor is a finance institution located at 1601 Pinson Street in Birmingham, Alabama, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. James Ruzic, a Wealth Advisor for Regions Private Wealth Management in Birmingham, AL, focuses on developing a comprehensive strategy to meet your financial goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank, with investment advisory services provided by Regions Investment Management, Inc. This communication is for educational and general marketing purposes only and should not be considered a recommendation for specific investments. Appointment Scheduler is provided by Engageware Modal. Please contact us if you have any questions. Thank you for your time.
Merrill Lynch Financial Advisor Brian M Woodke
Merrill Lynch Financial Advisor Brian M Woodke is a finance institution located at 569 Brookwood Village, Birmingham, Alabama, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation, setting the standard for exemplary client service. Supported by the global resources of Merrill, their team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They offer a wealth planning approach to help connect priorities and wealth, offering core investment services, estate planning services, and access to traditional banking and lending services through Bank of America. Their philosophy is to make wealth management an orderly and consistent experience, offering ongoing advice and a focus on strong relationships. They follow a systematic approach focused on oversight advice, accumulation advice, distribution advice, and client experience. They offer a range of capabilities to address virtually every financial challenge clients face, including retirement income planning, wealth transfer strategies, and philanthropic solutions. With permission, they can work closely with other professionals to help clients pursue their goals.
Merrill Lynch Financial Advisor Aimee Barnes
Merrill Lynch Financial Advisor Aimee Barnes is located at 569 Brookwood Village, Birmingham, Alabama, United States. As a finance institution, our mission is to understand your financial goals and priorities in order to create a personalized plan to help you achieve them while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for retirement, saving for a home, or funding a child's education. Our team, the Bluestein Wealth Management Group, simplifies the complexities of your financial life through a three-step process of evaluation and recommendation. With access to the investment insights of Merrill and banking solutions from Bank of America, we can help you address your financial needs and plan for the retirement you've always envisioned. Our advisors have been recognized for exemplary client service by Forbes, setting the standard for financial success. We believe in building strong client relationships based on trust and personalized service, using the global resources of Merrill to help you achieve your goals. Let's work together to create a financial approach that reflects your personality and priorities, helping you navigate the fluctuations of the market and changes in your life. Contact Merrill Lynch Financial Advisor Aimee Barnes to start your journey towards financial success.
Merrill Lynch Financial Advisor William Raines Welden
Merrill Lynch Financial Advisor William Raines Welden is a finance institution located at 569 Brookwood Village, Birmingham, Alabama, United States. The institution focuses on managing your wealth by providing personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, William Welden can help you create a flexible strategy to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. William Welden believes in building relationships through meaningful conversations to understand your financial needs and aspirations. By utilizing the Investment Personality Assessment, he can customize a financial approach that aligns with your investing preferences and goals. Regular check-ins and adjustments to your financial approach ensure that it reflects changes in your life and goals over time.
Merrill Lynch Financial Advisor Michael Wayne Willis
Merrill Lynch Financial Advisor Michael Wayne Willis is located at 569 Brookwood Village in Birmingham, Alabama, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and several US territories, our team is dedicated to helping clients achieve the lives they desire. Our services include a broad range of brokerage, investment advisory, and financial planning options. Please note that investing involves risk and potential loss of money, so it's important to consult with legal and tax advisors before making any financial decisions. We offer products and services such as insurance, annuities, trust and fiduciary services, and banking products through our affiliates. Our team of advisors hold various certifications and designations to provide you with expert advice. We strive to provide information that is interesting and useful to you, and we are committed to building a strong relationship with our clients. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Our team is dedicated to providing you with top-notch financial services and helping you achieve your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 569 Brookwood Village in Birmingham, Alabama, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides financial strategies tailored to each client's unique goals and challenges. In addition to wealth planning advice, the institution offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, Merrill Lynch's advisors work closely with clients to understand their financial goals, lifestyle preferences, and multi-generational needs. By leveraging industry analysts and specialists, advisors create customized financial strategies designed to meet long-term objectives. The institution also actively participates in volunteerism and charitable outreach to support the communities where they operate.
Merrill Lynch Financial Advisor Neal Carroll
Merrill Lynch Financial Advisor Neal Carroll is a finance institution located at 100 Grandview Place, Birmingham, Alabama, United States. Neal Carroll has been with Merrill Lynch Wealth Management since 2003 and brings extensive experience in providing wealth management advice and services. Specializing in financial strategy and portfolio management, Neal focuses on portfolio construction, concentrated stock management, tax-minimization strategies, estate planning, trust and philanthropic planning, as well as working with corporate clients on cash management, lending, retirement plans, and business advisory services. Neal is a Certified Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. He is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill. Neal's mission is to understand each client's goals and priorities to develop personalized financial plans that help manage investment risk and pursue financial goals. By focusing on potential solutions to turn goals into reality, Neal works with clients to address their financial needs and help them achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Neal aims to create a customized financial approach for each client. Through ongoing conversations and assessments, Neal ensures that clients' financial plans reflect their changing life circumstances and financial goals. As a Merrill Lynch Wealth Management Advisor, Neal Carroll is committed to helping clients navigate the complexities of their financial lives and build customized investment strategies to pursue their goals.
Merrill Lynch Financial Advisor Camper O'Neal
Merrill Lynch Financial Advisor Camper O'Neal is a finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With the support of the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers banking products and services provided by Bank of America, N.A. The institution's Registered Senior Wealth Management Client Associate, Andrew, focuses on understanding your family, goals, and priorities in order to provide tailored financial advice. By starting with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your values. Through tools like the Investment Personality Assessment, the team at Merrill Lynch Wealth Management can customize a financial approach to help you pursue what matters most to you. The institution's mission is to understand your unique needs and goals, and to provide personalized solutions to help you achieve financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is there to help you manage, grow, and preserve your wealth. By staying updated on changes in your life and financial markets, the team can adjust your approach to ensure you stay on track towards your goals. At Merrill Lynch Financial Advisor Camper O'Neal, the focus is on your financial well-being and helping you achieve your aspirations.
Merrill Lynch Financial Advisor Taylor Hart
Merrill Lynch Financial Advisor Taylor Hart is a leading finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, our team is dedicated to helping clients achieve their financial goals. Our advisors offer a wide range of services including brokerage, investment advisory, financial planning, and more. Please note that investing involves risk and it's important to consult with legal and tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, and a subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. We strive to provide you with information about products and services that may be of interest to you. Contact Merrill Lynch Financial Advisor Taylor Hart to start your journey towards financial success.
Merrill Lynch Financial Advisor Robert Bradley Poole Propst
Merrill Lynch Financial Advisor Robert Bradley Poole Propst is a finance institution located at 569 Brookwood Village, Birmingham, Alabama, United States. The institution offers insights, observations, and personalized ideas to help clients achieve their financial goals. With almost 20 years of experience in the financial services industry, Brad Propst is dedicated to helping individuals and families work towards their financial aspirations. He specializes in assisting clients in preparing for retirement, building steady retirement plans, and managing investment risks. Brad believes in understanding each client's unique needs and priorities to develop personalized financial plans. The institution offers Merrill Personal Wealth Analysis® to build and document personalized plans centered on client goals. By drawing upon the investment insights of Merrill and banking solutions from Bank of America, clients can develop approaches to address their financial needs. With a focus on building relationships and community involvement, Merrill Lynch Financial Advisor Robert Bradley Poole Propst is dedicated to helping clients pursue their financial goals and navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor Mary Anne Phillips
Merrill Lynch Financial Advisor Mary Anne Phillips is located at 100 Grandview Place, Birmingham, Alabama, United States. The institution specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. The team works closely with clients to create customized financial strategies to help them pursue their goals. They offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America Global Institutional Consulting. Osborne & Associates is supported by talented specialists who have experience working with institutions and share a strong commitment to guiding investment programs and strategic decision-making. The institution provides banking and lending services through Bank of America, N.A. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. Clients can expect a high level of commitment, teamwork, personalized service, and customized strategies when working with Osborne & Associates. Please note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult legal and/or tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Matthew J Smith
Merrill Lynch Financial Advisor Matthew J Smith is a finance institution located at 569 Brookwood Village, Birmingham, Alabama, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and various US territories, we are dedicated to helping clients achieve their financial goals. Our advisors offer a wide range of services, including investment advisory, financial planning, and brokerage services. Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) is a registered broker-dealer, investment adviser, and Member SIPC. We also offer insurance and annuity products through Merrill Lynch Life Agency Inc., and trust and fiduciary services through Bank of America Private Bank. Contact us to start your path to financial success with a trusted advisor like Matthew J Smith.
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