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Merrill Lynch Financial Advisor Jaime Clark
1 Monument Square, Portland, Maine, United States
About the Merrill Lynch Financial Advisor Jaime Clark
Merrill Lynch Financial Advisor Jaime Clark is a finance institution located at 1 Monument Square, Portland, Maine, United States. Jaime Clark specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jaime Clark and their team are dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, Jaime Clark helps clients build and document personalized plans centered on their goals.
As a Wealth Management Client Associate and Resident Director Assistant, Jaime Clark focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. By conducting an Investment Personality Assessment, Jaime Clark can customize financial approaches to help clients pursue their goals. Regular check-ins and updates ensure that clients' financial approaches reflect any changes in their lives or goals.
Jaime Clark's mission is to understand each client personally and design a plan to help them pursue their financial goals while managing investment risk. By working together to address fluctuations in the market and changes in life circumstances, Jaime Clark aims to help clients achieve their goals. With a dedicated Merrill Lynch Wealth Management Advisor by your side, you can receive personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities.
Photos of Merrill Lynch Financial Advisor Jaime Clark
1 Monument Sq, Portland, ME 04101, United States
Opening hours of Merrill Lynch Financial Advisor Jaime Clark
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
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