Merrill Lynch Wealth Management

Merrill Lynch Wealth Management, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution that offers comprehensive wealth planning services for individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies based on years of combined knowledge and expertise in wealth management.

Beyond wealth planning advice, Merrill Lynch Wealth Management advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create customized financial strategies designed to meet their long-term objectives.

Through volunteerism and charitable outreach, the branch supports the communities in which it operates, engaging in fundraising activities to benefit neighborhoods and causes. Merrill clients have access to industry-skilled advisors supported by investing insights, a disciplined wealth planning platform, and technological resources to help them pursue their financial and life goals.

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their unique financial goals. The institution emphasizes the importance of understanding each client's personal and business needs, as well as their family and future generations, to create individually customized investment approaches and wealth management advice.

Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients should consult their legal and/or tax advisors before making financial decisions. Additional information about services and differences between brokerage and investment advisory services can be discussed with a Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) offers investment products sponsored, managed, distributed, or provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust, fiduciary, and investment management services are provided by Bank of America, N.A. and U.S. Trust Company of Delaware, among others.

Banking products are provided by Bank of America, N.A. and affiliated banks, with the aim of helping clients achieve their financial goals through personalized and strategic wealth management solutions. Clients can access a wide range of technology, intellectual capital, and marketing resources to enhance their relationships and build their financial future with Merrill Lynch Wealth Management.