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Merrill Lynch Financial Advisor Craig Vassell
100 Wilshire Boulevard, Santa Monica, California 90401
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About the Merrill Lynch Financial Advisor Craig Vassell
Merrill Lynch Financial Advisor Craig Vassell is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Craig has been with Merrill Lynch Wealth Management since 2015 and is dedicated to helping clients achieve their wealth management goals, whether they are professional, personal, or a combination of both. He focuses on creating customized strategies to help clients pursue both short- and long-term goals for themselves, their families, and their businesses. Craig aims to not only advise clients but also educate them on their financial lives, serving as a trusted resource in navigating the complex investment world. He works closely with each client to understand their unique situation, establish objectives, and develop and implement appropriate strategies based on their time horizon, risk tolerance, and investment personality. As a Senior Portfolio Advisor, Craig can manage custom investment strategies on a discretionary basis to help clients pursue their objectives. With Merrill Personal Wealth Analysis™, Craig can build and document personalized plans centered on clients' goals and aspirations. By focusing on what matters most to clients - family, goals, and priorities - Craig ensures that their financial approach evolves with their changing needs over time. With a commitment to understanding each client personally, Craig helps design and implement personalized plans to help clients and their families pursue financial goals while managing investment risk. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will help them navigate the financial complexities of life and build a customized investment approach to address their needs and goals.
Photos of Merrill Lynch Financial Advisor Craig Vassell
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
Opening hours of Merrill Lynch Financial Advisor Craig Vassell
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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