Merrill Lynch Wealth Management

Merrill Lynch Wealth Management is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We go beyond traditional wealth planning advice to offer retirement income planning, guidance on stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies that align with their long-term objectives.

Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and the resources of a global financial services firm. Our advisors are committed to helping clients pursue their financial and life goals by understanding their unique needs and collaborating on personalized financial strategies.

Whether you are a new or experienced advisor, Merrill Lynch Wealth Management offers professional training, mentoring, and technology to help you succeed. Our size and scope provide access to a wide range of resources to enhance client relationships and build your business. With a history dating back to 1946, we have been training financial advisors to assist individuals in pursuing their financial goals.

Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Our services include brokerage, investment advisory, and financial planning, with important differences between each service that clients should understand.

Merrill Lynch, Pierce, Fenner & Smith Incorporated offers investment products provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.

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