Merrill Lynch Financial Advisor Jon Shurtz

Merrill Lynch Financial Advisor Jon Shurtz is a finance institution located at 510 East 96th Street, Indianapolis, Indiana, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. They have received recognition from financial industry publications and Bank of America Corporation for their outstanding work.

The team is supported by the global resources of Merrill and consists of talented and experienced individuals who are committed to helping clients achieve their financial goals. They offer a range of services including access to a complete private banking platform at Bank of America, customized asset allocation, estate planning services, and wealth transfer techniques.

At Merrill Lynch Wealth Management, the financial advisors focus on the things that matter most to their clients - family, goals, and priorities. They work closely with clients to develop customized wealth management strategies that help them manage, grow, and preserve their wealth. The team believes in a personalized approach that takes into account each client's unique financial situation and goals.

Merrill Lynch Financial Advisor Jon Shurtz offers the Investment Personality Assessment to help clients refine their investing preferences and develop a customized financial approach. They believe in ongoing communication and review of clients' goals and financial approach to ensure they stay on track to achieve what matters most to them.

The team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients navigate the financial and economic landscapes. They prioritize building strong relationships with clients and are dedicated to helping them pursue their financial goals.