Merrill Lynch Wealth Management 450 Old Country Road, Riverhead, NY 11901

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals.

At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Our commitment to client service and satisfaction begins by identifying your personal and professional goals, including lifestyle and multi-generational considerations. By leveraging the insights of industry analysts and specialists, we craft financial strategies designed to meet your long-term objectives.

We are deeply invested in our community, supporting economic, social, and cultural initiatives through volunteerism and charitable outreach. Our employees actively engage in fundraising activities to benefit local neighborhoods and causes, reinforcing our dedication to giving back and fostering vibrant, healthy communities.

As a Merrill client, you benefit from the expertise of seasoned advisors backed by Merrill's disciplined wealth planning platform and the technological resources of a leading global financial services firm. We prioritize understanding your personal and business needs to help you pursue your financial and life goals.

Whether you're just starting your career or are an experienced professional, Merrill offers a supportive environment for financial advisors, providing ongoing training, mentoring, and access to a wide range of resources to enhance client relationships and grow your business.

Please note that investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. We encourage you to consult your legal and/or tax advisors before making financial decisions. For more information on our services, please speak with your Merrill financial advisor.

Discover the difference with Merrill Lynch Wealth Management—where your financial future is our priority.