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Merrill Lynch Financial Advisor Bill Applegate
520 Newport Center Drive, Newport Beach, California, United States
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About the Merrill Lynch Financial Advisor Bill Applegate
Merrill Lynch Financial Advisor Bill Applegate, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution led by experienced advisor Bill Applegate. With a background in Financial Services since 2001 and a Bachelor's Degree in Business Administration from the University of Southern California, Bill is dedicated to helping families and small businesses achieve their financial goals. He focuses on leveraging the resources of Merrill and Bank of America to provide personalized financial strategies for each client.
The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. They work closely with clients to identify and define their goals, creating a financial strategy tailored to their unique circumstances. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they aim to understand each client's priorities and develop a comprehensive plan to help them achieve their financial objectives.
With access to a Wealth Management Lending Officer from Bank of America, N.A., clients can also receive assistance with home lending needs. The team at Merrill Lynch Wealth Management is dedicated to helping clients address their financial goals at every stage of life, whether focused on growing, preserving, or transferring wealth.
By staying in close communication with clients and regularly reviewing their financial approach, the team at Merrill Lynch aims to help clients navigate life's changes and stay on track towards their financial goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Bill Applegate is dedicated to helping clients live their best financial life.
Photos of Merrill Lynch Financial Advisor Bill Applegate
520 Newport Center Dr, Newport Beach, CA 92660, United States
Opening hours of Merrill Lynch Financial Advisor Bill Applegate
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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