Merrill Lynch Financial Advisor Robert R. Bratman 200 Park Avenue, Manhattan, New York 10166
About the Business
Merrill Lynch Financial Advisor Robert R. Bratman is a finance institution located at 200 Park Avenue, New York, New York, United States. The team is dedicated to understanding your values and helping you achieve your financial goals. With a focus on one-on-one communication, they strive to create personalized plans that align with your individual and family needs.
Robert R. Bratman, a Chartered Retirement Planning Counselor℠ (CRPC®), has extensive experience in providing comprehensive planning strategies to high net worth individuals and their families. He specializes in working with attorneys at top-tier law firms and navigating complex financial situations. Robert is also a Senior Portfolio Advisor who can manage custom investment strategies to help clients pursue their objectives.
The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on your goals. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They focus on your family, goals, and priorities, adapting to changes over time to help you achieve financial success.
By understanding your investment personality and goals, the team can customize financial approaches to align with what matters most to you. They offer ongoing support to help you stay on track and make adjustments as needed. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a strategy that addresses your financial needs and goals.
The mission of Merrill Lynch Financial Advisor Robert R. Bratman is to understand you and what matters most to you, designing and implementing a personalized plan to help you pursue financial goals while managing investment risk. They are dedicated to helping you achieve your goals and stay on track, addressing changes in your life and the financial markets. Let's work together to create a financial approach that reflects your personality and priorities, helping you achieve your goals.
Location & Phone number
200 Park Ave 13th Floor, New York, NY 10166, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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