Merrill Lynch Financial Advisor Samantha Burke
About the Business
Merrill Lynch Financial Advisor Samantha Burke is a finance institution located at 417 Thorn Street, Sewickley, Pennsylvania, United States. Samantha takes pride in her career as a financial advisor, with the ultimate goal of helping her clients achieve their financial, family, personal, and retirement goals. She believes in building personal relationships with her clients, rather than just transacting with them, and strives to add value to their lives beyond just their financial well-being.
Samantha grew up in a big Italian family and values traditions such as cooking, making homemade sauce and wine, and spending time with loved ones. Family is incredibly important to her, and she also enjoys traveling, cooking, working out, and spending time outdoors. She is dedicated to making a genuine difference in her clients' lives and finds fulfillment in helping them reach their goals.
At Merrill Lynch Wealth Management, Samantha offers personalized financial planning centered on her clients' goals and priorities. She believes in getting to know her clients on a personal level to understand their aspirations and provide tailored financial solutions. By utilizing tools such as the Investment Personality Assessment, Samantha helps her clients refine their investing preferences and develop a financial approach that aligns with their values.
Samantha's mission is to understand her clients and what matters most to them, in order to design and implement a personalized plan to help them pursue their financial goals while managing investment risk. She believes in staying connected with her clients to address changes in their lives and financial markets, and to help them stay on track towards achieving what is most important to them.
As a Merrill Lynch Wealth Management Advisor, Samantha is dedicated to helping her clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. She puts her clients first, offering a dedicated one-on-one relationship to guide them along their financial journey. With Samantha by their side, clients can feel confident in working towards their financial aspirations and achieving their goals.
Location & Phone number
417 Thorn St, Sewickley, PA 15143, United States
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
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