Merrill Lynch Financial Advisor Erskine Howard Courtenay
101 Bullitt Lane, Louisville, Kentucky 40222
About the Merrill Lynch Financial Advisor Erskine Howard Courtenay
Merrill Lynch Financial Advisor Erskine Howard Courtenay is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Erskine has been managing family assets since 1999 and joined Merrill in 2012. He specializes in goals-based wealth management, helping families integrate their values into their financial planning. With nine years of experience in commercial lending, investment banking, and trust, Erskine offers tailored client service and access to the global resources of Merrill and banking products from Bank of America, N.A. He is a member of various organizations and holds degrees from Thunderbird School of Global Management, The George Washington University, and the American University in Paris.
At Merrill Lynch Wealth Management, Erskine focuses on building personalized plans centered on clients' goals and priorities. By understanding each client's unique financial situation and aspirations, he helps develop customized investment strategies to address their needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Erskine works with clients to manage, grow, and preserve their wealth while considering their long-term financial goals. As a Chartered SRI Counselor™, he is registered to do business in multiple states and offers comprehensive financial solutions to help clients achieve their goals.
Erskine believes in the power of understanding clients on a personal level to create financial approaches tailored to their individual personalities and life priorities. By staying in tune with clients' changing circumstances and market fluctuations, he helps them stay on track towards achieving their financial objectives. With a focus on open communication and continuous review of clients' goals and progress, Erskine is dedicated to helping clients live their best financial lives.
Photos of Merrill Lynch Financial Advisor Erskine Howard Courtenay
101 Bullitt Ln 4th Floor, Louisville, KY 40222, United States
Opening hours of Merrill Lynch Financial Advisor Erskine Howard Courtenay
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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