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Merrill Lynch Financial Advisor Brendan James Lynch
2815 Townsgate Road, Westlake Village, California, United States
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About the Merrill Lynch Financial Advisor Brendan James Lynch
Merrill Lynch Financial Advisor Brendan James Lynch is located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. As a Vice President and experienced financial advisor, Brendan is committed to building a strong relationship with clients and helping them make important financial decisions. He focuses on wealth management strategies tailored to individual needs, using a comprehensive approach that includes listening to clients and guiding them towards informed decisions.
Brendan Lynch follows the Merrill tradition of community involvement and volunteers with local organizations. He offers personalized financial planning through Merrill Personal Wealth Analysis™, centered on clients' goals and priorities. By understanding each client's unique situation, Brendan designs and implements a personalized plan to help them pursue financial goals while managing investment risk.
With access to investment insights from Merrill and banking solutions from Bank of America, Brendan collaborates with clients to develop strategies addressing their financial needs. Through ongoing conversations and assessments, he helps clients stay on track to achieve their goals, adapting their financial approach as needed. Brendan believes in a client-centric approach, focusing on understanding clients' aspirations and providing guidance to help them reach their objectives.
As a Certified Financial Planner, Brendan Lynch is registered to do business in multiple states and holds the CAIA® certification mark. He emphasizes the importance of personalized financial planning, tailored to each client's unique circumstances and goals. By offering comprehensive financial solutions and personalized investment strategies, Brendan aims to help clients navigate the complexities of their financial lives and achieve their financial aspirations.
Photos of Merrill Lynch Financial Advisor Brendan James Lynch
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States
Opening hours of Merrill Lynch Financial Advisor Brendan James Lynch
Monday:
06:30 - 16:00
Tuesday:
06:30 - 16:00
Wednesday:
06:30 - 16:00
Thursday:
06:30 - 16:00
Friday:
06:30 - 16:00
Saturday:
Day off
Sunday:
Day off
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