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Merrill Lynch Financial Advisor Tawa Saune
620 South Tryon Street, Charlotte, North Carolina, United States
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About the Merrill Lynch Financial Advisor Tawa Saune
Merrill Lynch Financial Advisor Tawa Saune, located at 620 South Tryon Street in Charlotte, North Carolina, offers personalized wealth management services to help clients achieve their financial goals. With a background in Investment Finance and Corporate Finance from Duke University, Tawa is dedicated to building long-term strategies tailored to each client's unique needs. Through Goals-Based Wealth Management, Tawa takes the time to understand each client's financial situation, family dynamics, and personal priorities.
At Merrill Lynch Wealth Management, the focus is on what matters most to you - whether it's planning for retirement, funding a child's education, or transferring wealth to future generations. By starting with a conversation to identify your goals, Tawa can create a personalized financial plan centered around your aspirations. The Investment Personality Assessment tool is used to gain deeper insights into your investing preferences and customize a financial approach that aligns with your values.
Tawa believes in staying proactive and adapting to changes in both your life and the financial markets. By regularly reviewing your financial approach and making adjustments as needed, he aims to help you stay on track towards reaching your goals. With access to investment insights from Merrill and banking solutions from Bank of America, Tawa can provide comprehensive financial strategies to address your evolving needs.
As a Merrill Lynch Wealth Management Advisor, Tawa is committed to understanding your unique situation and designing a plan that suits your personality and priorities. By offering personalized investment strategies and comprehensive financial solutions, Tawa strives to help you navigate the complexities of your financial life and pursue your goals with confidence. Contact Tawa Saune to start your journey towards financial success.
Photos of Merrill Lynch Financial Advisor Tawa Saune
620 S Tryon St, Charlotte, NC 28202, United States
Opening hours of Merrill Lynch Financial Advisor Tawa Saune
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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