Merrill Lynch Wealth Management

Merrill Lynch Wealth Management, located at 295 East Main Street in Spartanburg, South Carolina, is a leading finance institution offering a wide range of wealth planning services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. We provide tailored financial strategies based on years of combined knowledge and experience in wealth management.

In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, beginning by identifying personal and professional goals to create financial strategies that align with long-term objectives.

Through volunteerism and charitable outreach, our branch supports the communities in which we live and work. We believe in giving back and maintaining vibrant, healthy neighborhoods and non-profit organizations. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and a leading global financial services firm.

Our culture is dedicated to providing professional training, mentoring, and technology for both new and experienced advisors. We offer individually customized investment approaches and wealth management advice to support the financial aspects of our clients' lives. Investing involves risk, and our advisors are equipped to assist individuals in pursuing their unique financial goals.

Merrill Lynch Wealth Management has a long history of training financial advisors since 1946, ensuring they have the critical skills and knowledge to help clients achieve their financial objectives. We offer a broad range of brokerage, investment advisory, and other services, tailored to meet the diverse needs of our clients. Contact us today to learn how we can help you pursue your financial and life goals.