Merrill Lynch Financial Advisor Richard W. Smith

Merrill Lynch Financial Advisor Richard W. Smith is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on family, goals, and priorities, adapting to changes over time. The mission is to understand each client individually, asking thoughtful questions to tailor a personalized plan to help manage investment risk and pursue financial goals. The institution offers transparency, tools, and resources to help clients stay on track and adjust their financial approach as needed. The team works with clients to define and prioritize their financial goals and create a customized investment approach. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. The advisors help clients stay on track to achieve their goals by reviewing progress, discussing adjustments, and updating their approach as life and goals change. The institution offers a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, providing personalized investment strategies and access to comprehensive financial solutions. The team gets to know each client and their financial situation to design an approach that reflects their unique needs and priorities. Clients receive the latest investment insights, tips, and strategies to help them live their best financial life. The institution also offers certifications such as Chartered Retirement Planning Counselor™ (CRPC™) and Certified Financial Planner (CFP®), providing expertise and guidance in financial planning. Investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a broad range of services, including brokerage, investment advisory, and financial planning.