Merrill Lynch Financial Advisor Brian M Woodke

Merrill Lynch Financial Advisor Brian M Woodke is a finance institution located at 569 Brookwood Village, Birmingham, Alabama, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation, setting the standard for exemplary client service. Supported by the global resources of Merrill, their team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They offer a wealth planning approach to help connect priorities and wealth, offering core investment services, estate planning services, and access to traditional banking and lending services through Bank of America. Their philosophy is to make wealth management an orderly and consistent experience, offering ongoing advice and a focus on strong relationships. They follow a systematic approach focused on oversight advice, accumulation advice, distribution advice, and client experience. They offer a range of capabilities to address virtually every financial challenge clients face, including retirement income planning, wealth transfer strategies, and philanthropic solutions. With permission, they can work closely with other professionals to help clients pursue their goals.