Merrill Lynch Wealth Management 10320 Little Patuxent Parkway, Columbia, MD 21044
About the Business
Merrill Lynch Wealth Management, located at 10320 Little Patuxent Parkway in Columbia, Maryland, is a leading finance institution dedicated to helping clients achieve their financial goals. The branch offers a collaborative network of experienced advisors who provide personalized wealth planning strategies to meet the unique needs of each individual and family. With a focus on retirement income planning, concentrated stock positions, traditional investments, and estate planning services, Merrill Lynch Wealth Management goes beyond just financial advice to provide comprehensive solutions for long-term success.
The branch's financial advisors are committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies. Through volunteerism and charitable outreach, the branch also supports the local community, contributing to the economic, social, and cultural life of the area.
As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm. The advisors at Merrill Lynch Wealth Management are dedicated to helping clients navigate financial challenges and plan for the future, always putting their interests first.
Whether you are a seasoned investor or just starting out, Merrill Lynch Wealth Management offers professional training, mentoring, and technology to support advisors in providing individually customized investment approaches and wealth management advice. With a focus on client relationships and business growth, Merrill Lynch Wealth Management is committed to helping clients pursue their financial goals and secure their financial future.
Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated offers a broad range of brokerage, investment advisory, and other services, with additional information available in the Client Relationship Summary. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a Member FDIC and wholly owned subsidiary of Bank of America Corporation.
For more information about Merrill Lynch Wealth Management and the services offered, please contact a Merrill financial advisor or visit the official website.
Location & Phone number
10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044, United States
Hours open
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:
Closed
Sunday:
Closed
Reviews
"Great office, very professional and courteous. (and they don't do telephone solicitation)"
"If the person who cold called me is any indication of the quality of their investment managers you might as well burn your money. No you cannot "axe" me a question. The name is pronounced "Winner" just like it looks. It isn't spelled "whiner" so why pronounce it that way. If you are going to tell me that I need you to advise me on my investments because of Brexit, and I say, "what is Brexit" you should not say, "it's Brexit, today's threat to your investments". At least teach the folks in your basement sweatshop what the word means before they use it."
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