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Merrill Lynch Financial Advisor Antonio Marques
701 B Street, San Diego, California, United States
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About the Merrill Lynch Financial Advisor Antonio Marques
Merrill Lynch Financial Advisor Antonio Marques, located at 701 B Street in San Diego, California, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their international experienced team is dedicated to building strong client relationships based on trust and personal service for global individuals, families, and companies. By combining their expertise with the resources of Merrill and the convenience of Bank of America, they can navigate the complex requirements that come with multinational wealth.
They believe in developing individual strategies tailored to each client's needs, focusing on managing, growing, and preserving wealth for the present and future. Their team of investment specialists, bankers, credit professionals, and trust and estate planners work together to provide valuable insights and recommendations. They offer timely insights on market trends and the global economy to help clients stay on track with their financial goals.
Merrill Lynch Financial Advisor Antonio Marques prioritizes understanding their clients' goals and priorities, offering personalized financial approaches to help clients pursue what matters most to them. They utilize tools like the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and customize their financial strategies accordingly.
With access to the investing insights of Merrill and banking capabilities of Bank of America, clients can make informed decisions as they work towards their financial goals. The institution goes beyond traditional advisory roles, providing a holistic approach to connecting clients' life and finances. They offer a broad range of services, including brokerage, investment advisory, financial planning, and more.
It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clients should consult their own advisors before making any financial decisions. The institution emphasizes the importance of understanding the differences between brokerage and investment advisory services, as well as the fees, advice provided, and rights and obligations involved.
Overall, Merrill Lynch Financial Advisor Antonio Marques aims to bring fresh perspectives to clients' financial lives, helping them make informed decisions and pursue their financial aspirations with confidence.
Photos of Merrill Lynch Financial Advisor Antonio Marques
701 B St 24th Floor, San Diego, CA 92101, United States
Opening hours of Merrill Lynch Financial Advisor Antonio Marques
Monday:
06:30 - 17:00
Tuesday:
06:30 - 17:00
Wednesday:
06:30 - 17:00
Thursday:
06:30 - 17:00
Friday:
06:30 - 17:00
Saturday:
Day off
Sunday:
Day off
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