Merrill Lynch Financial Advisor Richard S Wald 560 Lexington Avenue, Manhattan, New York 10022

Merrill Lynch Financial Advisor Richard S Wald, located at 560 Lexington Avenue in New York, is a premier finance institution dedicated to providing top-tier professionalism, responsiveness, and service to its clients. As part of the 712 Investment Group, operating under Merrill Lynch Wealth Management, the team has over 20 years of experience in wealth management. With offices in New York, San Francisco, and Charleston, the team offers a boutique family office experience with the resources of a global financial institution.

The team, led by Managing Directors Richard Wald and Travis O'Brien, focuses on listening to clients to understand their financial goals and create tailored wealth management strategies. With access to industry-leading research and investment managers, the team develops custom strategies aligned with clients' goals, risk tolerance, and tax considerations. They also specialize in helping affluent families, foundations, and institutions achieve their charitable objectives.

Recognized by Forbes for their exceptional client service, the team is committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or seeking assistance with charitable giving, the team at Merrill Lynch Financial Advisor Richard S Wald is equipped to help you achieve your financial goals.