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Merrill Lynch Wealth Management
300 West Vine Street, Lexington, Kentucky 40507
About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 300 West Vine Street in Lexington, Kentucky, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a focus on wealth planning and investment strategies, our experienced advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America.
Our advisors prioritize client service and satisfaction, taking the time to understand personal and professional goals to create tailored financial strategies. Through volunteerism and charitable outreach, we support local communities and non-profit organizations, reflecting our commitment to giving back.
As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and the resources of a leading global financial services firm. Our advisors are dedicated to helping you achieve your financial and life goals, preparing you for future challenges and market fluctuations.
Whether you are a seasoned financial advisor or considering a career in wealth management, our culture offers professional training, mentoring, and technology to support your growth. With a wide range of resources and services, Merrill Lynch Wealth Management has been training advisors since 1946 to assist individuals in pursuing their financial goals.
Please note that investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, financial planning, and more, tailored to meet your specific needs and objectives. Contact a Merrill financial advisor to learn more about our services and how we can help you achieve your financial goals.
300 W Vine St, Lexington, KY 40507, United States
Opening hours of Merrill Lynch Wealth Management
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of Merrill Lynch Wealth Management
"Over the years I have been with them, I've had no issues. That is amazing considering how important our money is to all of us!!"
"Look elsewhere."
"My dad set up accounts several years ago. My mom just passed away and was in an assisted living. The accounts were well managed, and her adviser was so wonderful and helpful in taking care of all her financial needs."
"Terrible company with horrible customer service."
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