Merrill Lynch Financial Advisor Marc J. Terris

Merrill Lynch Financial Advisor Marc J. Terris is a finance institution located at 8300 Norman Center Drive in Bloomington, Minnesota, United States. As your Merrill advisor, Marc J. Terris can provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs.

The institution offers access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Marc J. Terris and his team are committed to building strong client relationships based on trust and personalized service. They believe in understanding your goals and priorities, even as they change over time.

By participating in the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Marc J. Terris can help you create a financial plan centered on your goals and preferences. The institution focuses on helping you pursue your financial goals through a personalized wealth management strategy.

With a focus on building a strong client-advisor relationship, Marc J. Terris works to understand your financial situation, what matters most to you, and how to help you achieve your goals. The institution offers investment insights, tips, and strategies to help you live your best financial life.

Marc Terris is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Investments & Wealth Institute®. It is important to note that investing involves risk, and Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Contact Merrill Lynch Financial Advisor Marc J. Terris for personalized financial guidance tailored to your needs and goals.