Merrill Lynch Financial Advisor Trey Poirier

Merrill Lynch Financial Advisor Trey Poirier is a finance institution located at 815 South Palafox Street, Pensacola, Florida, United States. Our team is accessible, knowledgeable, and experienced, dedicated to building and maintaining a strong relationship with our clients. We are passionate about helping you and your family make important financial decisions, such as funding education, planning for retirement, managing healthcare costs, and transferring wealth to future generations.

We believe in a personalized approach to financial planning, starting with a conversation to identify and prioritize your goals. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial strategy to help you achieve what matters most to you. With access to insights from Merrill and banking solutions from Bank of America, we develop an approach designed to address your financial needs.

Our team is supported by the global resources of Merrill, comprised of talented individuals committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. We understand that life and financial markets can change, so we regularly check in to discuss adjustments to your financial approach to help you stay on track.

As Merrill Lynch Wealth Management Advisors, we help you navigate the financial complexities of life, building a customized investment approach to address your needs and pursue your goals. We prioritize your needs and offer dedicated one-on-one relationships to guide you through your financial journey. Let's work together to help you achieve your goals and live your best financial life.