Financial strategies in Greenwood, Arkansas
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Merrill Lynch Financial Advisor Don R McDonald
● ClosedMerrill Lynch Financial Advisor Don R McDonald is a reputable finance institution located at 3220 Old Greenwood Road in Fort Smith, Arkansas, United States. With years of experience and expertise in the financial industry, Don R McDonald offers personalized financial advice and strategies to help clients reach their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Don R McDonald is dedicated to providing top-notch financial services tailored to your individual needs.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Merrill Lynch Financial Advisor Scott R Price
● ClosedMerrill Lynch Financial Advisor Scott R Price is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's financial advisors focus on the things that matter most to you - your family, goals, and priorities - even as they change over time. They take the time to understand you as an individual and investor, working together to develop an individualized plan that reflects your needs and goals. The institution offers access to trust and fiduciary services from Bank of America Private Bank, as well as credit and lending solutions from Bank of America. The team at Merrill Lynch believes that financial success can be achieved by making investment-related decisions that align with your personally meaningful goals. They offer tools and resources to help you keep track of changes in your life and goals, ensuring that your financial approach reflects these changes. By working with a Merrill Lynch advisor, you can develop a personalized plan centered on your goals and focused on what you want to achieve. The institution values the relationship developed with each client and collaborates with them to identify and understand their primary financial goals. The goal is to help clients stay on track to achieve what is most important to them, regardless of changes in the financial markets or in their lives. Merrill Lynch Financial Advisor Scott R Price is dedicated to putting clients first, offering personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Merrill Lynch Financial Advisor Ross B Plattner
● ClosedMerrill Lynch Financial Advisor Ross B Plattner is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. They specialize in managing wealth by creating personalized strategies tailored to individual financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, they aim to help clients pursue their aspirations through personalized wealth management strategies. Through the Merrill Personal Wealth Analysis™, they can build and document a plan centered on each client's unique goals and priorities. The institution values community involvement and volunteering, reflecting the deep-seated Merrill tradition of serving the communities they operate in. The institution's mission is to understand each client's personal financial situation and goals, and provide tailored advice and guidance to help them achieve financial success. The advisors at Merrill Lynch Wealth Management focus on building a one-on-one relationship with clients, offering comprehensive financial solutions to address their needs and pursue their goals. With a focus on personalized investment strategies and financial solutions, Merrill Lynch Financial Advisor Ross B Plattner aims to help clients navigate the complexities of their financial lives and achieve their goals.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Merrill Lynch Financial Advisor H. Lawson Hembree
● ClosedMerrill Lynch Financial Advisor H. Lawson Hembree is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. The team at Merrill Lynch is dedicated to understanding your values and financial goals to help you achieve your desired outcomes. They provide personalized one-on-one conversations to get to know you and your family's aspirations. The Lawson Hembree Group advises a diverse clientele including business owners, executives, professionals, retirees, and non-profit organizations. They work collaboratively with clients to develop customized wealth management strategies to support their financial goals. With a focus on exemplary client service, the team at Merrill Lynch is committed to helping clients navigate complex financial decisions and plan for their future. H. Lawson Hembree, Senior Vice President Wealth Management Advisor, brings a wealth of experience and expertise to the team, having worked in banking, finance, and family-owned businesses. Kerry Franklin, Assistant Vice President Wealth Planner, is a Certified Financial Planner™ professional who is dedicated to helping clients define their goals and establish a wealth management strategy centered on their priorities. Alicia Lester, Wealth Management Client Associate, has over 10 years of experience in the financial services industry and is committed to providing excellent service to clients. Merrill Personal Wealth Analysis™ is used to build personalized financial plans tailored to each client's goals and aspirations. As a Merrill advisor, the focus is on helping clients achieve their financial objectives by providing advice and guidance based on their individual needs. By listening to clients and understanding their goals, the team at Merrill Lynch works to develop a customized financial approach designed to address their specific needs and aspirations. Through the Investment Personality Assessment, Merrill aims to gain a deeper understanding of clients' investing preferences to help tailor their financial approach and pursue their long-term goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can feel confident in their financial future with the support of the team at Merrill Lynch Financial Advisor H. Lawson Hembree.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Merrill Lynch Financial Advisor Dennis L Wood
● ClosedMerrill Lynch Financial Advisor Dennis L Wood is a finance institution located at 3220 Old Greenwood Road, Fort Smith, Arkansas, United States. Dennis Wood has been a financial advisor with Merrill Lynch Wealth Management since 1994, focusing on multi-generation asset management, trust, and estate planning services. Dennis is passionate about traveling with his family, serving as a Deacon at East Side Baptist Church, and enjoying outdoor activities like backpacking, camping, biking, and hunting. He graduated from the University of Arkansas at Fayetteville in 1994 with a Bachelors of Science in Business Administration with a major in Finance. Dennis lives in Fort Smith with his wife, Courtney, and their two children, Carter and Charlotte. The mission of Dennis Wood & Associates is to improve the quality of clients' lives by providing customized advice and guidance. They offer services such as risk management, retirement income services, long-term care, wealth transfer, trust and estate planning, home financing, philanthropic planning, and legacy management. They specialize in working with wealthy families, corporate executives, and independent women, helping clients achieve their financial goals through personalized plans tailored to their needs and priorities.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Merrill Lynch Financial Advisor Travis Neer
● ClosedMerrill Lynch Financial Advisor Travis Neer is a finance institution located at 3220 Old Greenwood Road in Fort Smith, Arkansas, United States. With a focus on managing your wealth, Travis Neer can help create a personalized strategy tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Travis Neer and his team are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and focused on what you want to achieve. By understanding your unique needs and priorities, Travis Neer can offer a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. With a dedication to putting you first, Travis Neer works to help you achieve your financial goals and stay on track, regardless of market conditions. Contact Travis Neer for the latest investment insights, tips, and strategies to help you live your best financial life.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Merrill Lynch Financial Advisor Adam B Plattner
● ClosedMerrill Lynch Financial Advisor Adam B Plattner is a well-established financial institution located at 3220 Old Greenwood Road in Fort Smith, Arkansas, United States. Specializing in finance, the institution offers top-notch financial advisory services to help clients achieve their financial goals. With a team of experienced professionals led by Adam B Plattner, clients can expect personalized financial planning, investment strategies, and wealth management services tailored to their individual needs. Trust Merrill Lynch Financial Advisor Adam B Plattner to provide expert guidance and support in navigating the complexities of the financial world.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Edward Jones - Financial Advisor: Scott C Phillips
● OpenEdward Jones - Financial Advisor: Scott C Phillips is a reputable finance institution located at 1405 West Center Street in Greenwood, Arkansas, United States. As a dedicated financial advisor, Scott C Phillips provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones ensures that each client receives individualized attention and tailored solutions to their unique financial needs. Whether you are planning for retirement, saving for education, or investing for the future, Scott C Phillips and the team at Edward Jones are committed to helping you secure a stable financial future.
1405 W Center St #101, Greenwood, AR 72936, United States -
Stephens Agency SFG
● ClosedStephens Agency SFG is a reputable insurance agency located at 1110B West Denver Street in Greenwood, Arkansas, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, Stephens Agency SFG is committed to helping clients protect what matters most to them. Their experienced team of insurance professionals offers personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Stephens Agency SFG is dedicated to providing quality coverage and exceptional customer service. Contact them today to learn more about their insurance offerings and how they can help you secure your future.
1110B W Denver St, Greenwood, AR 72936, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 3220 Old Greenwood Road in Fort Smith, Arkansas, is a finance institution that caters to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at this branch offer a wide range of financial strategies and wealth planning services, drawing on years of combined knowledge and expertise in the field. In addition to traditional investments and retirement income planning, the advisors at Merrill Lynch Wealth Management can provide guidance on concentrated stock positions and access to estate planning services through Bank of America. They work closely with clients to understand their personal and professional goals, creating tailored financial strategies to help them achieve their long-term objectives.
3220 Old Greenwood Rd, Fort Smith, AR 72903, United States -
Thomas Gammill & Co Ltd
● OpenThomas Gammill & Co Ltd is a renowned accounting and finance institution located at 5026 Old Greenwood Street in Fort Smith, Arkansas, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of professionals is dedicated to helping clients with their accounting needs, financial planning, and investment strategies. Trust Thomas Gammill & Co Ltd to guide you towards financial success and security.
5026 Old Greenwood St, Fort Smith, AR 72903, United States
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