Merrill Lynch Wealth Management

Merrill Lynch Wealth Management, located at 401 Broad Street, Rome, Georgia, United States, is a leading financial institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America.

The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique financial situation and goals to create tailored financial strategies. The institution also emphasizes community involvement through volunteerism and charitable outreach, supporting the economic, social, and cultural life of local communities.

With access to industry insights, technology resources, and a disciplined wealth planning platform, Merrill Lynch advisors prioritize client satisfaction and work towards helping clients achieve their financial and life goals. Whether you are a new investor or an experienced advisor, Merrill Lynch offers professional training, mentoring, and technology tools to support your success in the financial industry.

As a client of Merrill Lynch, you can expect individually customized investment approaches, wealth management advice, and access to a wide range of resources designed to enhance client relationships and build your financial portfolio. Merrill Lynch has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist individuals in pursuing their financial goals.

Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice. The institution offers a range of brokerage, investment advisory, and other services, with important differences between brokerage and investment advisory services.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) provides certain investment products sponsored by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., while banking products are offered by Bank of America, N.A. and affiliated banks.

Overall, Merrill Lynch Wealth Management is committed to helping clients pursue their financial goals, providing personalized advice, and access to a wide range of resources to support their financial success.