Merrill Lynch Wealth Management
34990 Emerald Coast Parkway, Destin, FL 32541
Location & Phone number
34990 Emerald Coast Pkwy, Destin, FL 32541, United States
About the Business
Merrill Lynch Wealth Management, located at 34990 Emerald Coast Parkway in Destin, Florida, is a finance institution that offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, they provide guidance on wealth planning, retirement income planning, concentrated stock positions, and traditional investments. They also offer access to 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 creating strategies to meet their long-term objectives. They prioritize client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. The branch is actively involved in charitable outreach and fundraising activities to support local communities.
As a Merrill client, you have access to industry-skilled advisors supported by investing insights, a wealth planning platform, and technological resources. The institution has been training financial advisors since 1946, providing them with the skills and knowledge needed to assist individuals in pursuing their financial goals. Merrill Lynch emphasizes the importance of understanding the risks involved in investing and recommends consulting legal and tax advisors before making financial decisions.
Merrill Lynch Wealth Management offers a range of brokerage, investment advisory, and other services to help clients achieve their financial goals. They provide individually customized investment approaches and wealth management advice, products, and services. With access to technology, intellectual capital, and marketing resources, Merrill aims to enhance client relationships and support advisors in building their businesses.
Please note that Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Banking products are offered by Bank of America, N.A. and affiliated banks.
Reviews
"Financial institutions"
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