Merrill Lynch Financial Advisor Rick E Lessley
About the Business
Merrill Lynch Financial Advisor Rick E Lessley, located at 569 Brookwood Village, Birmingham, Alabama, United States, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Rick Lessley can help you create a flexible financial strategy to navigate changing market conditions. By participating in the community and volunteering with local organizations, Rick Lessley upholds the Merrill tradition of serving the communities they work in.
Through Merrill Personal Wealth Analysis™, Rick Lessley can help you build a personalized plan centered around your aspirations and focused on achieving what matters most to you. By understanding your goals and priorities, Rick Lessley aims to develop a financial approach that helps you manage, grow, and preserve your wealth while considering the impact for years to come. With a focus on building a one-on-one relationship, Rick Lessley works to help you pursue your financial goals and address fluctuations in the market and changes in your life.
As a Certified Financial Planner, Rick Lessley is registered to do business in multiple states and offers personalized investment strategies to address your unique needs and financial situation. By staying informed with the latest investment insights and strategies, Rick Lessley works to help you live your best financial life and stay on track towards achieving your goals.
Please note that investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy, and additional information is available in Merrill's Client Relationship Summary.
Photos
Location & Phone number
569 Brookwood Village, Birmingham, AL 35209, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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