Merrill Lynch Financial Advisor Bobby Bakos
3500 East Sunrise Drive, Tucson, Arizona 85718
About the Business
Merrill Lynch Financial Advisor Bobby Bakos is a finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Bobby Bakos specializes in managing wealth by understanding each client's unique financial situation and goals. By creating personalized strategies that adapt to changing market conditions, clients have access to the investment insights of Merrill and the banking solutions of Bank of America. Bobby Bakos and his team are dedicated to building strong client relationships based on trust and personalized service.
As a Registered Senior Wealth Management Client Associate, Bobby Bakos focuses on what matters most to each individual client, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Bobby Bakos can create a customized financial approach that aligns with each client's goals and priorities.
With a commitment to understanding each client's personal values and aspirations, Bobby Bakos helps clients navigate the complexities of their financial lives. By staying informed about changes in the market and in each client's life, Bobby Bakos ensures that financial strategies are continually adjusted to reflect evolving goals.
At Merrill Lynch Wealth Management, Bobby Bakos puts the client first, offering personalized investment strategies and comprehensive financial solutions tailored to individual needs. By working closely with clients to design approaches that reflect their unique circumstances, Bobby Bakos helps them pursue their financial goals while managing investment risk. With a focus on building strong client relationships and providing ongoing support, Bobby Bakos is dedicated to helping clients achieve their financial aspirations.
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Contacts
3500 E Sunrise Dr, Tucson, AZ 85718, United States
Hours open
Monday:
07:30 - 15:00
Tuesday:
07:30 - 15:00
Wednesday:
07:30 - 15:00
Thursday:
07:30 - 15:00
Friday:
07:30 - 15:00
Saturday:
Closed
Sunday:
Closed
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