Merrill Lynch Financial Advisor Tahira K. Neal
1020 Marsh Street, San Luis Obispo, California, United States
About the Merrill Lynch Financial Advisor Tahira K. Neal
Merrill Lynch Financial Advisor Tahira K. Neal, located at 1020 Marsh Street, San Luis Obispo, California, is a finance institution with a focus on comprehensive wealth management. With over 20 years of experience in the financial industry, Tahira has acquired certifications such as the Certified Private Wealth Advisor and Certified Investment Management Analyst from the Investments and Wealth Institute™. She and her team at Merrill Lynch Wealth Management incorporate integrity, advocacy, and a strategic process to help clients enhance, preserve, and manage their wealth.
By utilizing the resources of Merrill and the banking capabilities of Bank of America, they deliver customized strategies to help affluent families, business owners, and foundations make informed decisions about their wealth. Tahira's dedication to long-term relationships is evident in her personalized service and care for each client. She focuses on building relationships that extend across multiple generations, cultivated through trust and communication.
In her spare time, Tahira volunteers with the Orangewood Foundation's 44 Women Auxiliary and enjoys hiking, yoga, sports, performing arts, wine, and travel. She has two grown sons and two granddaughters. At Merrill Lynch Wealth Management, clients can expect personalized financial strategies centered on their goals and priorities. The team is committed to helping clients address their financial goals at every stage of life, providing investment insights and access to banking services to grow, preserve, and distribute wealth. With a proactive approach to communication and personalized service, Tahira and her team strive to exceed client expectations and provide ongoing financial education.
Photos of Merrill Lynch Financial Advisor Tahira K. Neal
1020 Marsh St, San Luis Obispo, CA 93401, United States
Opening hours of Merrill Lynch Financial Advisor Tahira K. Neal
Monday:
07:00 - 15:30
Tuesday:
07:00 - 15:30
Wednesday:
07:00 - 15:30
Thursday:
07:00 - 15:30
Friday:
07:00 - 15:30
Saturday:
Day off
Sunday:
Day off
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