Merrill Lynch Financial Advisor Marwan Touma
8101 Southwest 34th Avenue, Amarillo, Texas, United States
About the Merrill Lynch Financial Advisor Marwan Touma
Merrill Lynch Financial Advisor Marwan Touma is a trusted institution located at 8101 Southwest 34th Avenue, Amarillo, Texas, United States. Specializing in finance, Marwan Touma is dedicated to managing your wealth by creating personalized strategies tailored to your unique financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Marwan Touma can help you pursue your aspirations through customized wealth management strategies.
Marwan Touma believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, a personalized financial plan can be developed based on your objectives and aspirations. By engaging in meaningful conversations, Marwan Touma aims to understand your priorities, whether it's planning for retirement, saving for a home, or funding a child's education.
Marwan Touma utilizes the Investment Personality Assessment to gain a deeper understanding of your investing preferences, helping to tailor a financial approach that aligns with your goals. By continuously monitoring changes in your life and financial markets, Marwan Touma ensures that your financial approach remains relevant and adaptable.
With a focus on building long-term relationships, Marwan Touma works closely with clients to design and implement personalized plans that address their financial needs and manage investment risk. By staying informed and making necessary adjustments, Marwan Touma helps clients stay on track to achieve their financial goals.
As a Merrill Lynch Wealth Management Advisor, Marwan Touma offers comprehensive financial solutions and personalized investment strategies to help clients navigate the complexities of their financial lives. By prioritizing clients' needs and aspirations, Marwan Touma aims to provide guidance and support in pursuing their financial objectives.
Marwan Touma is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board). Investing involves risk, and past performance does not guarantee future results. Marwan Touma does not provide legal, tax, or accounting advice, and clients are encouraged to consult with their own advisors before making financial decisions.
With a commitment to understanding clients' unique circumstances and goals, Marwan Touma offers personalized financial approaches designed to help clients achieve their aspirations. By staying informed and providing ongoing support, Marwan Touma strives to help clients live their best financial lives and reach their long-term financial goals.
Photos of Merrill Lynch Financial Advisor Marwan Touma
701 S Taylor St Suite 100, Amarillo, TX 79101, United States
Opening hours of Merrill Lynch Financial Advisor Marwan Touma
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
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