Merrill Lynch Financial Advisor Cathy Lynn Bender 222 2nd Avenue South, Nashville, TN 37201
About the Business
Merrill Lynch Financial Advisor Cathy Lynn Bender, located at 222 2nd Avenue South in Nashville, Tennessee, is a finance institution that offers personalized wealth management services. The institution is recognized by Institutional Investor magazine as one of the Top Global Research Firms in 2021. With a focus on providing thought leadership on wealth management, investment strategy, and global markets, the Chief Investment Office offers portfolio management solutions, due diligence, and solutions oversight. Cathy Bender follows the Merrill tradition of community involvement and volunteering.
Merrill Personal Wealth Analysis™ is a service offered to build and document personalized financial plans centered on individual goals. By starting with a conversation, the financial advisor at Merrill Lynch Wealth Management helps clients identify and prioritize their goals, whether it's planning for retirement, funding education, or passing wealth to future generations. The Investment Personality Assessment is used to customize financial approaches based on individual investing preferences.
With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop an approach to manage, grow, and preserve their wealth. The financial advisor's mission is to understand each client's unique needs and aspirations, designing and implementing personalized plans to help achieve financial goals while managing investment risk. Regular check-ins and adjustments to the financial approach ensure clients stay on track to reach their objectives.
As a registered advisor in multiple states, Cathy Bender offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. By getting to know clients and their families, understanding their financial situations and priorities, the advisor works to design an approach that reflects their unique needs and helps them stay on track regardless of market fluctuations. Clients can expect the latest investment insights, tips, and strategies to help them live their best financial lives.
Photos
Hours open
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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