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Merrill Lynch Financial Advisor Elizabeth M Shepard
1152 15th Street Northwest, Washington, District of Columbia, United States
About the Merrill Lynch Financial Advisor Elizabeth M Shepard
Merrill Lynch Financial Advisor Elizabeth M Shepard is a renowned institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution focuses on understanding the life priorities of their clients to create personalized plans tailored to their individual needs, goals, and aspirations. The Shepard/Straub Group has been serving clients since 1980, offering wealth management services to accomplished entrepreneurs and professionals. With a team that values integrity, loyalty, respect, commitment, and teamwork, they aim to simplify the complex financial lives of their clients.
The institution takes a long-term approach to investing, utilizing a systematic investment process that emphasizes quality investments, risk management, and diversification through asset allocation. They believe in providing outstanding client service and strive to be the first point of contact for all wealth management needs. Merrill Lynch Financial Advisor Elizabeth M Shepard offers a range of resources and tools to help clients track changes in their financial approach and stay on track to achieve their goals.
Recognized by Forbes for their exemplary client service, the advisors at Merrill Lynch are dedicated to building strong client relationships based on trust and personalized service. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered around client goals. By getting to know clients personally and understanding what matters most to them, Merrill Lynch Financial Advisor Elizabeth M Shepard aims to provide a financial approach that reflects their personality and helps them address fluctuations in the market and changes in their life. With access to comprehensive financial solutions from Bank of America, clients can expect personalized investment strategies tailored to their unique needs and priorities.
Photos of Merrill Lynch Financial Advisor Elizabeth M Shepard
1152 15th St NW Suite 6000, Washington, DC 20005, United States
Opening hours of Merrill Lynch Financial Advisor Elizabeth M Shepard
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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