Merrill Lynch Financial Advisor Ian Smith
200 Park Avenue, Manhattan, New York 10166
About the Business
Merrill Lynch Financial Advisor Ian Smith, located at 200 Park Avenue in New York, offers personalized wealth management services. With over a decade of experience in the finance industry, Ian specializes in wealth management, retirement planning, asset allocation, and risk management. He takes a comprehensive approach to financial planning, considering each client's unique goals, risk tolerance, and investment needs. Ian holds a bachelor's degree in International Relations with a focus on Business and Economics from Boston University. As a Merrill Lynch Wealth Management Advisor, Ian helps clients create personalized investment strategies tailored to their individual needs. Whether you are planning for retirement, wealth transfer, or philanthropic goals, Ian can provide guidance and support to help you achieve your financial objectives. Contact Ian Smith today to start building a personalized financial plan that aligns with your goals and priorities.
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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- Financial Advisor
- Audit & Consulting
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- Estate Planning
- Estate Preservation
- Estate Tax Planning
- Financial Goal Achievement
- Financial Planning
- Generational Wealth Transfer
- Income Tax Planning
- Individualized Wealth Planning
- Inheritance Planning
- Investment Portfolio Management
- Investment Strategies
- Investment Strategy Development
- Investments For Beginners
- Investor Education
- Long Term Care Planning
- Personal Financial Planning
- Philanthropy
- Portfolio Diversification
- Retirement Income
- Retirement Planning Services
- Retirement Savings Plans
- Risk Management
- Senior Financial Planning
- Tax Optimization
- Tax-Efficient Investing
- Wealth Creation Strategies
- Wealth Growth Strategies
- Wealth Management Advisor
- Wealth Transfer
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