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Merrill Lynch Financial Advisor Matt Barr
10320 Little Patuxent Parkway, Columbia, Maryland, United States
About the Merrill Lynch Financial Advisor Matt Barr
Merrill Lynch Financial Advisor Matt Barr is located at 10320 Little Patuxent Parkway in Columbia, Maryland, United States. As a finance institution, Merrill Lynch is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. Matt Barr has been recognized by Forbes as a "Top Next-Generation Wealth Advisor" and "Best-in-State Wealth Advisor" in multiple years.
At Merrill Lynch Wealth Management, Matt Barr focuses on building strong client relationships based on trust and personalized service. He believes in understanding his clients' goals and priorities, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations.
Matt Barr and his team use the Merrill Personal Wealth Analysis™ to create personalized financial plans tailored to each client's needs. They utilize the Investment Personality Assessment to understand clients better and refine their investing preferences.
With access to the global resources of Merrill and banking solutions from Bank of America, Matt Barr helps clients manage, grow, and preserve their wealth. He believes in staying connected with clients to discuss changes in their lives and financial approaches, ensuring they stay on track to achieve their goals.
As a Merrill Lynch Wealth Management Advisor, Matt Barr puts his clients first, offering personalized investment strategies and comprehensive financial solutions. He is registered to do business in multiple states and holds the CPWA® certification.
Investing involves risk, but with the right advisor like Matt Barr, clients can navigate the financial complexities of life and work towards achieving their financial goals.
Photos of Merrill Lynch Financial Advisor Matt Barr
10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044, United States
Opening hours of Merrill Lynch Financial Advisor Matt Barr
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
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