Merrill Lynch Financial Advisor Barrett Clay Brightwell
10000 Avalon Boulevard, Alpharetta, GA 30009
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
Photos
Location & Phone number
10000 Avalon Blvd, Alpharetta, GA 30009, United States
About the Business
Merrill Lynch Financial Advisor Barrett Clay Brightwell is a finance institution located at 10000 Avalon Boulevard, Alpharetta, Georgia, United States. We offer personalized, confidential, and private family office-like services to a limited number of individuals and families. Our goal is to help you simplify your life and pursue what's most important to you.
We begin every relationship with a conversation to identify and prioritize your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, we listen to learn more about you and your family. By using research in behavioral finance, we conduct an Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you reach your goals.
Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. We offer a personalized plan centered on your goals and focused on what you want to achieve through the Merrill Personal Wealth Analysis™.
As your life and goals change, we have tools to help you track these changes and update your financial approach accordingly. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
We believe in putting you first, every day, and providing you with the dedicated one-on-one relationship you deserve. Let's work together to help you achieve your goals and live your best financial life. Contact us today to learn more about how we can help you navigate the complexities of your financial situation and pursue your goals.
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