Merrill Lynch Financial Advisor Cornelius M McKee
Wellesley, MA 02481
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
45 William Street 1st Floor,Suite 100, Wellesley Hills, MA 02481, United States
About the Business
Merrill Lynch Financial Advisor Cornelius M McKee, located in Wellesley, Massachusetts, United States, is a dedicated team of professionals committed to helping clients achieve their financial goals. With over 42 years of experience in wealth management, the team at The McKee Group works with a limited number of families, businesses, and non-profit organizations to develop strategies for wealth creation, preservation, and transfer.
The team believes in placing the client at the center of the wealth management process, working together to design personalized goals-based financial approaches. Utilizing sophisticated modeling tools, the team focuses on areas such as wealth management, retirement income planning, college planning, wealth preservation, tax efficiency, risk management, and liability management.
With access to the global resources of Merrill and banking solutions from Bank of America, the team at The McKee Group helps clients develop financial approaches tailored to their individual needs and goals. Through personalized conversations, the team aims to understand what matters most to each client and provide advice and guidance to help them achieve their aspirations.
Merrill's Investment Personality Assessment is used to gain a deeper understanding of each client's investing preferences, allowing the team to customize financial approaches that align with their goals and priorities. Regular check-ins and updates ensure that the financial approach remains aligned with any changes in the client's life or the financial markets.
Recognized by Forbes as a "Best-in-State Wealth Management Team," the team at Merrill Lynch Financial Advisor Cornelius M McKee is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. By working closely with clients to understand their unique needs and priorities, the team helps them create financial approaches that reflect their personality and life priorities, ultimately helping them achieve their goals.
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