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Merrill Lynch Financial Advisor Ivan Williams
6100 South Yale Avenue, Tulsa, Oklahoma 74136
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About the Merrill Lynch Financial Advisor Ivan Williams
Merrill Lynch Financial Advisor Ivan Williams is located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Ivan Williams began his financial services career in 2009 and is dedicated to helping clients build a wealth management strategy tailored to their individual needs. With a focus on delivering a comprehensive approach to managing wealth, Ivan listens carefully to clients and helps them make informed decisions as they develop their financial strategy.
Supported by the global resources of Merrill Lynch, Ivan's team is committed to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Ivan prioritizes understanding what matters most to each client and works to design and implement a personalized plan to help them pursue their financial goals while managing investment risk.
Through the Merrill Personal Wealth Analysis™, Ivan can help clients build and document a personalized plan centered on their goals and priorities. By utilizing the Investment Personality Assessment, Ivan gains a deeper understanding of each client's investing preferences to customize their financial approach.
Whether clients are planning for retirement, saving for a major life event, or navigating changes in the financial markets, Ivan is dedicated to helping them stay on track to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Ivan works with clients to develop an approach designed to address their financial needs.
As a Merrill Lynch Financial Advisor, Ivan Williams is committed to putting clients first, offering personalized investment strategies and comprehensive financial solutions to help them pursue their goals. Clients can expect a dedicated one-on-one relationship and guidance through every financial decision. With a focus on understanding each client's unique needs and financial situation, Ivan works to design an approach that reflects their priorities and helps them stay on track, regardless of market fluctuations.
Ivan Williams is registered to do business in multiple states and holds the Accredited Asset Management Specialist™ (AAMS™) certification. Clients can rely on Ivan to provide expert financial advice and guidance, tailored to their individual goals and priorities.
Photos of Merrill Lynch Financial Advisor Ivan Williams
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States
Opening hours of Merrill Lynch Financial Advisor Ivan Williams
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
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