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Merrill Lynch Financial Advisor Martha "Lupe" Mercier
9128 Strada Place, Naples, Florida, United States
About the Merrill Lynch Financial Advisor Martha "Lupe" Mercier
Merrill Lynch Financial Advisor Martha "Lupe" Mercier is a dedicated and experienced finance institution located at 9128 Strada Place in Naples, Florida, United States. Martha is committed to building strong relationships with her clients, taking the time to understand their financial situation and priorities. Holding the CERTIFIED FINANCIAL PLANNER™ designation, Martha is passionate about providing excellent service and helping clients make important financial decisions.
Martha follows a disciplined process that begins with getting to know her clients and their families, creating personalized plans centered on their goals. Supported by the global resources of Merrill, Martha's team is focused on building trust and providing personalized service to each client.
With a focus on family, goals, and priorities, Martha helps clients navigate through life changes and financial decisions. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Martha can customize financial approaches to help clients pursue their goals.
As a Merrill Lynch Wealth Management Advisor, Martha emphasizes the importance of understanding her clients' needs and aspirations. By listening carefully and designing personalized plans, Martha helps clients manage investment risk and work towards their financial goals. Regular check-ins and adjustments ensure that clients stay on track to achieve what matters most to them.
Martha Mercier is registered to do business in multiple states and is dedicated to providing personalized investment strategies and comprehensive financial solutions to her clients. With a focus on building strong relationships and offering tailored advice, Martha aims to help clients achieve their financial goals and navigate through the complexities of the financial market.
Photos of Merrill Lynch Financial Advisor Martha "Lupe" Mercier
9128 Strada Pl Suite 301, Naples, FL 34108, United States
Opening hours of Merrill Lynch Financial Advisor Martha "Lupe" Mercier
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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