Merrill Lynch Financial Advisor Michael Marchese 921 Walnut Street, Boulder, CO 80302

Merrill Lynch Financial Advisor Michael Marchese, located at 921 Walnut Street in Boulder, Colorado, is a finance institution dedicated to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2023 and 2024, our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill Lynch and Bank of America, we offer professional investment management, advice, and guidance to high net worth individuals, their families, and businesses.

At Merrill Lynch Wealth Management, our financial advisors focus on your family, goals, and priorities, adapting to your changing needs over time. Through conversations and the Investment Personality Assessment, we customize a financial approach to help you pursue what matters most to you. Our team collaborates with you to develop a personalized investment strategy aligned with your objectives, time horizon, and risk tolerance.

Whether it's transferring wealth, pursuing your passions, or staying informed, we are here to help you achieve your long-term goals. With tools like the Merrill Personal Wealth Analysis™ and regular check-ins to discuss changes in your life, we ensure your financial approach reflects your evolving circumstances. As Certified Financial Planners, Chartered Retirement Planning Counselors, and Retirement Plans Specialists, we offer premier customer service, financial tools, and comprehensive solutions tailored to your unique needs.

We believe in the power of a dedicated Merrill Lynch Wealth Management Advisor to guide you through the financial landscapes and help you pursue your goals. Let's work together to build a customized investment approach that addresses your needs and helps you live your best financial life.