Merrill Lynch Financial Advisor Thomas x Lequerica
701 Brickell Avenue, Miami, FL 33131
About the Business
Merrill Lynch Financial Advisor Thomas X Lequerica is a trusted institution located at 701 Brickell Avenue, Miami, Florida, United States. Specializing in finance, their team of experienced professionals is dedicated to helping clients create wealth for the future, preserve it, and implement charitable funds. With over 23 years at Merrill and a wealth management background spanning over 35 years, the Lequerica Group offers personalized financial advice on a global scale.
By starting with a conversation to understand your goals and priorities, Merrill Lynch Financial Advisor Thomas X Lequerica can create a customized financial approach tailored to meet your needs. Through the Investment Personality Assessment, they gain insights into how you think and feel about investing, allowing them to provide you with resources and strategies to help you pursue what matters most to you.
With the support of Merrill's global resources, the team at Merrill Lynch Financial Advisor Thomas X Lequerica focuses on building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a personalized plan centered on your goals and help you stay on track to achieve what's most important to you.
Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Thomas X Lequerica is committed to helping you reach your financial goals. With a dedicated one-on-one relationship, personalized investment strategies, and access to comprehensive financial solutions, they put you first every day. Let them work with you to create a financial approach that reflects your personality and helps you achieve your goals.
Photos
Location & Phone number
701 Brickell Ave 11th Floor, Miami, FL 33131, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Asset Allocation
- Charitable Giving
- Estate Planning
- Financial Advisor
- Financial Goals
- Financial Planning
- Financial Wellness
- Global Investing
- Income Tax Planning
- Inheritance Planning
- Investment Advice
- Investment Guidance
- Investment Portfolio
- Investment Strategy
- Long-Term Wealth Creation
- Personal Finance
- Philanthropy
- Portfolio Management
- Retirement Planning
- Retirement Savings
- Tax Optimization
- Wealth Creatioin
- Wealth Management
- Wealth Preservation
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