Merrill Lynch Financial Advisor Alison J Creekbaum
4801 West Main Street, Dothan, AL 36305
Location & Phone number
4801 West Main Street, Dothan, Alabama 36305, United States
About the Business
Welcome to Merrill Lynch Financial Advisor Alison J. Creekbaum's office, located at 4801 West Main Street, Dothan, Alabama. As a Senior Vice President and Wealth Management Advisor, Alison brings a wealth of experience and dedication to helping clients navigate their financial journeys. Since joining Merrill in 2005, she has been committed to building lasting relationships with clients and their families, offering personalized strategies tailored to their unique financial goals.
Alison provides access to a wide range of investment solutions from Merrill and banking products from Bank of America, ensuring you have the tools and insights needed to make informed decisions. Whether you are planning for retirement, managing liabilities, or looking to transition your estate, Alison is here to support you every step of the way. Her expertise extends to working with small businesses on retirement plan design and development, emphasizing the importance of education for employee participants.
With a strong belief in collaboration, Alison works closely with clients' trusted tax and legal advisors to ensure comprehensive and coordinated strategies. Her previous roles as Operations Controller and technology consultant bring a unique perspective to her financial advisory practice.
Beyond her professional achievements, Alison is deeply rooted in her community, having served on various boards and being actively involved in local organizations. Her commitment to the Dothan area is evident in her volunteer work and participation in community events.
At Merrill, we understand that the financial decisions you make today shape the future you build for yourself and your family. Our mission is to connect your life and finances, providing you with the guidance and resources to pursue your financial aspirations. While investing involves risk, our approach focuses on helping you manage those risks as you work towards achieving your goals.
For more information about our services and how we can assist you, please contact Alison J. Creekbaum at our Dothan office. We look forward to helping you turn your financial goals into reality.
Photos
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Ms. Allison Creekbaum is very knowledgeable in all aspects of the financial questions that you have."
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