Merrill Lynch Wealth Management
1123 Military Cutoff Road, Wilmington, North Carolina 28405
About the Business
Merrill Lynch Wealth Management, located at 1123 Military Cutoff Road, Suite A in Wilmington, North Carolina, is a leading finance institution offering wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors work with clients in both rising and turbulent markets to address their financial challenges and opportunities.
We are committed to giving back to the communities in which we live and work through volunteerism and charitable outreach. Our branch supports the economic, social, and cultural life of our neighborhoods by participating in fundraising activities and supporting local non-profit organizations.
As a Merrill client, you will have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and the technological resources of a global financial services firm. Our advisors prioritize understanding your personal and business needs to help you pursue your financial and life goals.
With years of combined wealth management knowledge and experience, our advisors offer financial strategies tailored to your individual goals. Beyond wealth planning advice, we can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America.
Our advisors are dedicated to client service and satisfaction, working with you to identify your goals and create personalized financial strategies. We utilize Merrill's tools and resources to help you pursue your personal and professional financial aspirations, preparing you for future challenges.
At Merrill Lynch Wealth Management, we offer continuing professional training, mentoring, and technology for advisors, helping them provide individually customized investment approaches and wealth management advice to clients. Our size and scope provide access to a wide range of resources designed to enhance client relationships and grow your business.
We have been training financial advisors since 1946, equipping them with the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Investing involves risk, and our advisors do not provide legal, tax, or accounting advice. We recommend consulting your own advisors before making financial decisions.
Merrill Lynch Wealth Management is dedicated to helping you achieve your financial goals through personalized strategies and expert advice. Contact us today to learn more about how we can support your financial journey.
Contacts
1123 Military Cutoff Rd Suite A, Wilmington, NC 28405, United States
Opening hours
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Great front desk staff"
"I give 5 stars because Jonathan Grocott is a trusted financial advisor and consistently looks out for my best interests. Specifically, he helps me understand complex strategies so that I can make informed decisions regarding my short and long term financial goals. I value his expertise and his responsiveness."
"Ban Bitcoin!"
"I was offered a chance to start 401k plan through my employer at this branch in Wilmington, NC. When I changed employment this acct set for over a year. I was offered a chance to roll this over with my bank. When trying to do so, I was treated very rude and was told that there would be a process fee of 75.00 to write me a check. That being accepted, when my check came in, it was 150.00 short and nothing explaining where the extra charges were applied. Tried to call and was told the person I talked to wasn't there and the manager was in a meeting. Would not recommend this branch to anyone."
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