Merrill Lynch Financial Advisor Richard A Jones 100 Wilshire Boulevard, Santa Monica, CA 90401
About the Business
Merrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families. With a focus on personalized service and tailored financial strategies, the team at the Jones Fletcher Group takes a "family tree" approach to working with clients, ensuring that every generation is considered in the pursuit of financial goals. Supported by the global resources of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch is committed to helping clients stay on track towards their goals through proactive asset allocation and rebalancing. With a dedication to building strong client relationships based on trust and personalized service, the advisors at Merrill Lynch strive to provide a seamless and flexible experience for every client. By taking the time to understand each client's unique goals, values, and priorities, the team at Merrill Lynch can develop a customized wealth management strategy designed to help clients achieve what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about financial decisions, Merrill Lynch Financial Advisor Richard A Jones is dedicated to helping clients achieve their financial goals.
Location & Phone number
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
Hours open
Monday:
07:30 - 14:00
Tuesday:
07:30 - 14:00
Wednesday:
07:30 - 14:00
Thursday:
07:30 - 14:00
Friday:
07:30 - 14:00
Saturday:
Closed
Sunday:
Closed
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