Merrill Lynch Financial Advisor Brian L Leone 1040 Stony Hill Road, Yardley, PA 19067

Merrill Lynch Financial Advisor Brian L Leone is a finance institution located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. Supported by the global resources of Merrill, the group is dedicated to building strong client relationships based on trust and personalized service.

Omar approaches each client with the belief that he can improve their financial lives. With a background in owning and operating a hospitality business, he understands the challenges of running a small business and treats clients with fairness. Omar creates an intimate atmosphere where clients can openly discuss their life priorities and financial concerns. He listens to their goals and helps them make important financial decisions.

Omar holds various certifications and has years of experience in financial planning. He is committed to simplifying his clients' lives by creating comprehensive financial strategies tailored to their unique goals. With a team of talented individuals, Omar aims to help clients pursue multiple priorities and achieve financial success.

The institution offers a range of services including retirement income planning, wealth transfer solutions, estate planning, and diversification strategies for corporate executives. They strive to make the financial planning process straightforward and stress-free for clients, providing personalized investment strategies to meet their specific needs and goals. With access to the resources of Merrill and Bank of America, the team can assist clients in structuring their wealth efficiently for current and future generations.