Merrill Lynch Financial Advisor Eilier Teruel 2 Union Square, Chattanooga, TN 37402
About the Business
Merrill Lynch Financial Advisor Eilier Teruel is a finance institution located at 2 Union Square, Chattanooga, Tennessee, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. As a Merrill financial advisor, Eilier Teruel focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue goals that matter most to them. Eilier works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. By articulating short- and long-term goals, Eilier recommends a financial strategy aligned with what clients strive to achieve. This is done while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.
Eilier believes that financial success can be achieved by making investment-related decisions that help reach personally meaningful goals. By utilizing the Investment Personality Assessment, Eilier can customize the financial approach to help clients pursue what matters most to them. The institution offers tools to keep track of changes in clients' lives so they can be reflected in their financial approach.
The mission of Merrill Lynch Wealth Management Advisors is to understand clients and what matters most to them, in order to design and implement a personalized plan to help pursue financial goals while managing investment risk. The institution offers a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisor, providing personalized investment strategies and comprehensive financial solutions from Bank of America.
Eilier Teruel is registered to do business in multiple states and holds certifications such as Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™). The institution reminds that investing involves risk and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are advised to consult their own advisors before making financial decisions.
Photos
Location & Phone number
2 Union Square Suite 400, Chattanooga, TN 37402, United States
Hours open
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
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