Merrill Lynch Financial Advisor Loc P. Le 400 South Park Avenue, Winter Park, FL 32789

Merrill Lynch Financial Advisor Loc P. Le is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. Loc is a graduate of The University of Florida and has been with Merrill since 2012. He holds a Bachelor of Science Degree in Finance, the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ in conjunction with the YALE School of Management, and the certification of CERTIFIED FINANCIAL PLANNER™ professional.

Loc uses his six years of private banking and lending experience to help clients articulate and pursue their financial goals. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service.

The institution believes in focusing on the things that matter most to clients - family, goals, and priorities. By listening to clients and understanding their aspirations, the financial advisors at Merrill Lynch help them identify and prioritize their goals. They offer personalized financial approaches tailored to individual needs and preferences.

Merrill offers tools to help clients track changes in their lives and reflect those changes in their financial approach. The institution believes in regular check-ins to discuss progress towards goals and make any necessary adjustments to the financial approach.

As a Merrill Lynch Wealth Management Advisor, Loc Le is registered to do business in multiple states and holds certifications from reputable organizations such as the CFP Board and the Investments & Wealth Institute. The institution emphasizes the importance of understanding clients personally in order to create a financial approach that reflects their unique needs and priorities.

Overall, Merrill Lynch Financial Advisor Loc P. Le is committed to helping clients achieve their financial goals through personalized and comprehensive financial solutions.