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Merrill Lynch Financial Advisor Robert B. Clements
101 Bullitt Lane, Louisville, Kentucky 40222
About the Merrill Lynch Financial Advisor Robert B. Clements
Merrill Lynch Financial Advisor Robert B. Clements, located at 101 Bullitt Lane, Louisville, Kentucky, United States, offers personalized wealth management and financial services to clients. With a background as a Marine Corps Officer, Robert is well-equipped to guide clients through the complexities of the financial markets. By leveraging the investment insights of Merrill and the banking services of Bank of America, Robert provides clients with a wide range of opportunities and solutions in today's fast-paced economy.
The Merrill Personal Wealth Analysis™ helps clients create a personalized financial plan centered on their goals and aspirations. Robert's mission is to help clients achieve a sense of peace within their financial lives by placing them at the center of the wealth management process. By starting with a conversation to understand clients' risk tolerance, goals, and unique financial concerns, Robert customizes a disciplined wealth management strategy tailored to each individual.
Through ongoing discussions and adjustments, Robert helps clients navigate life's transitions and financial decisions, ensuring that their financial approach aligns with their evolving goals. By utilizing the Investment Personality Assessment and staying informed about changes in clients' lives, Robert aims to help clients achieve what matters most to them.
As a Merrill Lynch Wealth Management Advisor, Robert focuses on building a customized investment approach to address clients' needs and pursue their goals. By offering personalized investment strategies and access to comprehensive financial solutions, Robert puts clients first, every day. With a commitment to helping clients achieve their financial goals, Robert is dedicated to providing the guidance and support needed to navigate the complexities of the financial world.
Photos of Merrill Lynch Financial Advisor Robert B. Clements
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States
Opening hours of Merrill Lynch Financial Advisor Robert B. Clements
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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