Merrill Lynch Financial Advisor Kharmia DeLemos Powell
7 Roszel Road, Princeton, New Jersey, United States
About the Merrill Lynch Financial Advisor Kharmia DeLemos Powell
Merrill Lynch Financial Advisor Kharmia DeLemos Powell is a prestigious finance institution located at 7 Roszel Road, Princeton, New Jersey, United States. Led by Senior Vice President, Wealth Management Advisor Kharmia Powell, the team specializes in assisting individuals and families in determining their financial goals and implementing customized wealth management strategies. With a background in bond analysis and international consulting, Ms. Powell brings a wealth of experience to the institution. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans through Merrill Personal Wealth Analysis™ and work with clients to prioritize their goals, whether it be retirement planning, education funding, or estate planning. By utilizing the Investment Personality Assessment, the team at Merrill Lynch can better understand each client's unique investment preferences and tailor their financial approach accordingly. With access to the global resources of Merrill and banking solutions from Bank of America, the team is committed to helping clients achieve their financial goals. From reviewing progress towards goals to discussing adjustments in the financial approach, Merrill Lynch Financial Advisor Kharmia DeLemos Powell is dedicated to helping clients navigate the complexities of their financial lives and pursue their aspirations.
7 Roszel Rd 4th floor, Princeton, NJ 08540, United States
Opening hours of Merrill Lynch Financial Advisor Kharmia DeLemos Powell
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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