Merrill Lynch Wealth Management 200 East Franklin Street, Monterey, CA 93940

Merrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise.

In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.

Through volunteerism and charitable outreach, the branch supports the communities in which they live and work, contributing to fundraising activities and non-profit organizations. As a Merrill client, you have access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help you pursue your financial and life goals.

Merrill Lynch Wealth Management offers opportunities for individuals interested in becoming financial advisors through their training program, providing ongoing professional development, mentoring, and technology resources. The institution has been training financial advisors since 1946, equipping them with the skills and knowledge needed to assist clients in pursuing their financial goals.

Please note that investing involves risk, and clients should consult their legal and tax advisors before making financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and other services, with important differences between brokerage and investment advisory services. Clients should speak with their Merrill financial advisor to understand these differences and select the services that best suit their needs.

Merrill Lynch is a registered broker-dealer and investment adviser, offering investment products sponsored by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.

Overall, Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals through personalized investment approaches, wealth management advice, and a range of financial services. Whether you are a new or experienced investor, Merrill Lynch offers the resources and support needed to navigate the complexities of the financial market and plan for the future.