Merrill Lynch Private Wealth Advisor Cherie M Edwards 30 West Patrick Street, Frederick, MD 21701

Merrill Lynch Private Wealth Advisor Cherie M Edwards, located at 30 West Patrick Street in Frederick, Maryland, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. Cherie works with a select group of families and individuals to simplify their wealth and lives, allowing more time for personal and professional pursuits. With a team of private wealth advisors and financial advisors, Cherie guides clients through a discovery process to articulate their priorities and align their financial goals. She has been with Merrill since 1999 and is a CERTIFIED FINANCIAL PLANNER™ certificant. Cherie and her team have been recognized by Forbes and Barron's for their exemplary client service.

As part of Merrill Private Wealth Management, clients have access to services typically reserved for large institutions. The team focuses on goals-based wealth management, putting clients at the center of personalized strategies. The team, led by Cherie, Bill Orr, and Tim Mellott, has extensive experience and a commitment to exceptional service. They believe in building lasting relationships with a limited number of clients to understand their priorities for today, tomorrow, and the future.

The team works with individuals, families, and family foundations throughout the U.S., providing a highly personalized experience with frequent communication and attention to detail. They strive to cultivate deep relationships based on mutual respect, candor, and transparency. With a planning-based approach, they help clients simplify and organize their wealth to align with their core values and goals. They also assist in passing on wealth to future generations through tax-efficient strategies and financial wellness discussions.

Overall, Merrill Lynch Private Wealth Advisor Cherie M Edwards and her team are committed to providing exceptional service, personalized strategies, and a collaborative approach to help clients achieve their financial goals and simplify their lives.