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Merrill Lynch Financial Advisor Claudia Denton
555 California Street, San Francisco, California, United States
About the Merrill Lynch Financial Advisor Claudia Denton
Merrill Lynch Financial Advisor Claudia Denton, located at 555 California Street in San Francisco, California, is a premier finance institution offering personalized wealth management services. With over 15 years of experience in the financial industry, Claudia specializes in developing strategies for portfolio management, concentrated stock, wealth transfer, and philanthropy for corporate executives and high net worth families. She is fluent in Spanish and has worked on projects in over 10 foreign countries.
At Merrill Lynch Wealth Management, Claudia and her team focus on building strong client relationships based on trust and personalized service. They start by having a conversation with clients to identify and prioritize their financial goals, helping them create a personalized plan centered on their goals and focused on what they want to achieve. The team offers a breadth of potential solutions, premier customer service, and financial tools based on each client's unique circumstances.
Merrill's Investment Personality Assessment helps them gain a deeper understanding of clients as investors, allowing them to customize financial approaches to help clients pursue their goals. By regularly checking in with clients to discuss changes in their lives and financial goals, the team aims to help clients stay on track to achieve what's most important to them.
As a Merrill Lynch Wealth Management Advisor, Claudia Denton and her team are dedicated to helping clients navigate the financial complexities of life, providing personalized investment strategies and comprehensive financial solutions. They put clients first, offering one-on-one relationships and guidance to help clients live their best financial lives.
Merrill Lynch Financial Advisor Claudia Denton is registered to do business in multiple states and holds the CIMA® certification mark from the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Clients should consult with their legal and/or tax advisors for specific advice.
Photos of Merrill Lynch Financial Advisor Claudia Denton
555 California St, San Francisco, CA 94104, United States
Opening hours of Merrill Lynch Financial Advisor Claudia Denton
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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