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Merrill Lynch Financial Advisor Neil Newsham
1401 Manatee Avenue West, Bradenton, Florida, United States
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About the Merrill Lynch Financial Advisor Neil Newsham
Merrill Lynch Financial Advisor Neil Newsham, located at 1401 Manatee Avenue West in Bradenton, Florida, has over 35 years of experience in finance. Neil works closely with clients to set and achieve financial goals, specializing in wealth management for Foundations, Endowments, and Non-Profit organizations. He holds the professional designation of Chartered Retirement Planning Counselor (CRPC) and is dedicated to building strong client relationships based on trust and personalized service.
Neil believes in the importance of community involvement and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, Neil and his team create personalized financial plans centered on clients' goals and priorities. They offer comprehensive financial solutions and investment strategies tailored to each client's unique needs and financial situation.
With a focus on understanding clients' personal perspectives and priorities, Neil helps them navigate the complexities of investing and wealth planning. By staying in touch with clients to discuss changes in their lives and financial goals, Neil ensures that their financial approach remains aligned with their evolving needs.
As a Merrill Lynch Wealth Management Advisor, Neil is committed to helping clients achieve their long-term financial goals and providing them with the guidance and support they need to navigate the ever-changing financial landscape. Whether clients are planning for retirement, funding their children's education, or preparing for future healthcare costs, Neil's personalized approach aims to simplify the wealth planning process and help clients reach their goals.
Photos of Merrill Lynch Financial Advisor Neil Newsham
1401 Manatee Ave W 7th floor, Bradenton, FL 34205, United States
Opening hours of Merrill Lynch Financial Advisor Neil Newsham
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:
Day off
Sunday:
Day off
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