Merrill Lynch Wealth Management

Merrill Lynch Wealth Management, located at 111 Market Street Northeast, Olympia, Washington, United States, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The branch's experienced financial advisors are dedicated to helping clients achieve their personal and professional goals through tailored wealth planning strategies. They have access to industry analysts and specialists to provide comprehensive financial solutions that align with each client's current situation and long-term objectives.

In addition to providing financial services, the branch is actively involved in volunteerism and charitable outreach to support the communities in which they operate. Employees participate in fundraising activities to benefit local neighborhoods and causes, helping to maintain vibrant and healthy communities.

As a Merrill client, you will have access to knowledgeable advisors supported by Merrill's investing insights and wealth planning platform. The advisors prioritize understanding your unique needs and goals to create personalized financial strategies that address market fluctuations and life changes. The institution offers training, mentoring, and technology to help advisors provide customized investment approaches and wealth management advice to clients.

Merrill Lynch Wealth Management has been training financial advisors since 1946, equipping them with the skills and knowledge needed to assist individuals in pursuing their financial goals. It is important to note that investing involves risk, and past performance does not guarantee future results. Clients are encouraged to consult their legal and tax advisors before making financial decisions.

The institution offers a broad range of brokerage, investment advisory, and other services, and clients should speak with their Merrill financial advisor to understand the differences and determine the best service for their needs. Merrill Lynch is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are offered by Bank of America, N.A. and affiliated banks, all of which are wholly owned subsidiaries of Bank of America Corporation.

Clients leaving the Merrill Lynch website will be redirected to FINRA's BrokerCheck for more information about brokers and brokerage firms. The website is not owned by Merrill Lynch or its affiliates and is subject to separate terms and privacy policies.