Merrill Lynch Financial Advisor Colleen Shepard
1152 15th Street Northwest, Washington, District of Columbia, United States
About the Merrill Lynch Financial Advisor Colleen Shepard
Merrill Lynch Financial Advisor Colleen Shepard, located at 1152 15th Street Northwest in Washington, D.C., is a prestigious finance institution dedicated to providing personalized financial planning and investment strategies. The team of experienced advisors at Merrill Lynch is committed to building strong relationships with clients based on trust and collaboration. They take the time to understand each client's unique goals, priorities, and financial situation in order to create individualized plans that reflect their needs.
Clients benefit from the investment insights of Merrill, as well as access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. The institution's approach to investing is grounded in a deep understanding of each client, ensuring that their financial strategy evolves along with their life and goals.
Merrill Lynch Wealth Management Advisors are recognized for their exemplary client service, and have received prestigious accolades such as Forbes "Top Women Wealth Advisors" and "America's Top Women Wealth Advisors." The team at Merrill Lynch is dedicated to helping clients navigate the complexities of investing and achieve their financial goals. With a focus on personalized service and transparent communication, they aim to simplify the financial planning process and guide clients on the path to success.
Photos of Merrill Lynch Financial Advisor Colleen Shepard
1152 15th St NW Suite 6000, Washington, DC 20005, United States
Opening hours of Merrill Lynch Financial Advisor Colleen 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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