Merrill Lynch Financial Advisor Brendan Price 1211 Southwest 5th Avenue, Portland, OR 97204
About the Business
Merrill Lynch Financial Advisor Brendan Price, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a Vice President with over 15 years of experience in the financial services industry. Brendan assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. He specializes in helping clients navigate important financial transitions such as retirement, inheritance, or the sale of a business. Brendan also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs.
At Merrill Lynch Wealth Management, Brendan focuses on building strong client relationships based on trust and personalized service. He works with a team of talented individuals to develop personalized plans centered on clients' goals and priorities. By listening carefully to clients' needs and aspirations, Brendan helps design and implement financial plans to help them pursue their financial goals while managing investment risk.
Brendan believes in the importance of understanding each client's unique financial situation and providing tailored solutions to help them achieve their goals. Through the Investment Personality Assessment and ongoing conversations, he helps clients refine their investing preferences and adjust their financial approach as needed. Brendan is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives.
Whether clients are planning for retirement, saving for a major purchase, or funding a child's education, Brendan is committed to providing personalized investment strategies and comprehensive financial solutions. With access to the global resources of Merrill and the banking solutions of Bank of America, Brendan helps clients stay on track to achieve what matters most to them. Contact Merrill Lynch Financial Advisor Brendan Price to start building a customized investment approach tailored to your needs and goals.
Photos
Location & Phone number
1211 SW 5th Ave #2400, Portland, OR 97204, United States
Hours open
Monday:
8:00 AM - 3:00 PM
Tuesday:
8:00 AM - 3:00 PM
Wednesday:
8:00 AM - 3:00 PM
Thursday:
8:00 AM - 3:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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