Merrill Lynch Private Wealth Advisor Tanya M. Merchant

Merrill Lynch Private Wealth Advisor Tanya M. Merchant, located at 999 Waterside Drive in Norfolk, Virginia, offers industry-leading research and expert analysis to help clients stay ahead. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service.

The institution is proud of advisors who have received recognition from financial industry publications and Bank of America Corporation. They have been named "Best-in-State Wealth Advisors" by Forbes and "Top 1,200 Financial Advisors: State-by-State" by Barron's.

Clients have access to services and resources typically reserved for large institutions, with strategies designed to help achieve their goals. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with a focus on a goals-based wealth management approach.

Whether clients are entrepreneurs, business owners, executives, or multi-generational families, Merrill Private Wealth Management can help balance personal and business finances. The institution understands the complexities of executive positions and offers customized strategies to meet financial and compensation needs.

For families spanning multiple generations, Merrill Private Wealth Management offers personalized wealth transfer strategies, family wealth education, and philanthropic visions. The institution's team of specialists works with a limited number of clients to focus on simplifying personal and business finances and preparing the next generation.

Clients can benefit from Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on their goals. The institution combines the personalized attention of a smaller firm with the insights of a global financial institution to create tailored financial strategies.

Merrill Lynch Private Wealth Advisor Tanya M. Merchant is dedicated to helping clients pursue their goals today while preparing for the future. Clients can expect goals-based financial strategies designed to anticipate and meet their evolving financial needs.