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Merrill Lynch Financial Advisor Elizabeth Feagans
11820 Fountain Way, Newport News, Virginia 23606
About the Merrill Lynch Financial Advisor Elizabeth Feagans
Merrill Lynch Financial Advisor Elizabeth Feagans is located at 11820 Fountain Way, Newport News, Virginia, United States. Nuttycombe Wealth Management Group, part of Merrill Lynch, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to global investment capabilities and banking convenience through Bank of America. They aim to be your primary source of financial advice and guidance, offering dedication and diligence at every step of the financial planning process.
The team at Nuttycombe Wealth Management Group shares a common goal of helping clients achieve their personal financial goals, such as funding education, ensuring income in retirement, and planning for healthcare costs. They understand that every individual is unique, so they tailor their wealth management approach to each client's specific needs, priorities, and goals. By using their experience and resources, they aim to simplify the complexities of investing and help clients pursue and reach their financial goals.
The process begins with a conversation to identify and prioritize the goals that matter most to the client. Through the Investment Personality Assessment, the team gains a deeper understanding of the client's investing preferences and customizes a financial approach to align with their goals. Regular check-ins and updates ensure that the financial approach reflects any changes in the client's life or the market.
Merrill Lynch Wealth Management Advisors are committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and goals. They prioritize the client's interests and provide personalized investment strategies along with access to comprehensive financial solutions from Bank of America. With a focus on understanding the client's financial situation and what matters most to them, the team designs an approach that reflects their unique needs, priorities, and financial situation.
Certified by the Investments & Wealth Institute and the Certified Financial Planner Board of Standards, Merrill Lynch Financial Advisor Elizabeth Feagans offers a range of services to help clients live their best financial life. With a dedication to providing personalized guidance and support, the team works to help clients stay on track regardless of market fluctuations. Whether it's planning for retirement, funding education, or managing investments, the team is committed to helping clients achieve their financial goals.
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11820 Fountain Way Ste. 400, Newport News, VA 23606, United States
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