Merrill Lynch Financial Advisor Amy R Haig

Merrill Lynch Financial Advisor Amy R Haig is a finance institution located at 1415 Hooper Avenue in Toms River, New Jersey, United States. Amy Haig follows the deep-seated Merrill tradition of community involvement, volunteering with organizations in the area. The institution offers Merrill Personal Wealth Analysis™ to create personalized financial plans tailored to individual goals. As a financial advisor at Merrill Lynch Wealth Management, Amy Haig focuses on family, goals, and priorities, adapting to changes over time. By starting with a conversation to understand clients' aspirations, Amy helps clients make investment decisions that align with their values and goals. Utilizing the Investment Personality Assessment, Amy can customize financial approaches to meet the unique needs of each client. With access to the resources of Merrill and Bank of America, Amy works with clients to address their financial needs and achieve their goals. The institution emphasizes the importance of understanding clients personally to create a financial approach that reflects their personality and priorities. By staying in touch with clients and adjusting financial approaches as needed, Amy helps clients stay on track to achieve their objectives. The institution provides dedicated one-on-one relationships with Merrill Lynch Wealth Management Advisors, offering personalized investment strategies and comprehensive financial solutions. Amy Haig is registered to do business in multiple states and holds the Certified Financial Planner™ certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, tailored to meet individual needs. With a focus on helping clients reach their goals, Merrill Lynch Financial Advisor Amy R Haig provides personalized financial strategies to support clients in living their best financial life.