Merrill Lynch Financial Advisor Edward Kassab

Merrill Lynch Financial Advisor Edward Kassab, located at 300 West State Street in Media, Pennsylvania, is dedicated to understanding your values and helping you achieve your financial goals. With over a decade of experience as a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor, Edward Kassab creates personalized financial strategies for individuals, families, and business owners. He focuses on guiding clients through significant life transitions, such as retirement planning, college savings, and managing concentrated stock positions.

At Merrill Lynch Wealth Management, Edward Kassab and his team prioritize building strong client relationships based on trust and personalized service. They offer comprehensive financial planning, tailored to each client's individual story and goals. By utilizing the global resources of Merrill, they provide investment insights and banking solutions from Bank of America to help clients navigate their financial journeys.

Edward Kassab believes in a client-centered approach to financial planning, focusing on your goals and priorities as they evolve over time. Through one-on-one conversations and personalized service, he helps clients make informed decisions and stay on track to achieve their most important goals. With access to the Investment Personality Assessment tool, Edward Kassab can customize financial approaches to align with each client's investing preferences and life priorities.

As your financial advisor, Edward Kassab is committed to helping you pursue your goals and navigate life's ups and downs. By understanding what matters most to you, he can create a financial strategy that reflects your unique investment personality and life priorities. With regular check-ins and adjustments to your plan as needed, Edward Kassab will be there to support you throughout your financial journey.