Merrill Lynch Wealth Management

Merrill Lynch Wealth Management, located at 69 State Street in Albany, New York, is a finance institution dedicated to working with individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced team of advisors at this branch takes the time to understand clients' priorities, goals, and financial challenges, offering access to Merrill's investing resources and Bank of America's banking convenience.

The financial advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, helping clients identify personal and professional goals while creating financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, aiming to maintain vibrant and healthy neighborhoods.

The Office Management Team at Merrill Lynch offers a culture of expansive resources and training for advisor teams, encouraging innovative business strategies, efficient management, and risk management. The team is dedicated to providing tools, training, and support essential to the needs of both the business and clients. Local leadership, including a Market Executive, Division Executive, and support teams, plays a crucial role in the success of advisors at the branch.

The Client Relationship Manager and Administrative Manager work together to ensure robust supervision and manage client needs in alignment with their goals. The team is focused on helping clients reach their financial goals by offering personalized investment approaches and wealth management advice. With access to a wide range of technology and resources, Merrill Lynch Wealth Management strives to enhance client relationships and help individuals achieve their financial goals.