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TOP 30 Global business advice in Jacksonville, FL
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Legally Notarized
Legally Notarized is a finance institution located at 1488 Pine Marsh Loop in St. Cloud, Florida, United States. We specialize in providing Remote Online Notary (Virtual Notary) services to individuals and businesses worldwide. Our founder, Yahaira Rodriguez, is a State of Florida commissioned Notary Public and Legal Document Preparer, dedicated to delivering top-notch service. From Jacksonville to Miami, Tampa to Tallahassee, we offer legal document preparer services throughout the state of Florida. Additionally, our remote online notary services are available globally, ensuring that your documents are notarized efficiently and securely no matter where you are located.
Merrill Lynch Financial Advisor Benjamin A. Oxnard IV
Merrill Lynch Financial Advisor Benjamin A. Oxnard IV is located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on building and maintaining strong relationships with clients, Ben is passionate about helping individuals and families make important financial decisions. He prides himself on creating lasting connections with clients through a goals-based wealth management approach, providing personalized investment advice and guidance. Ben has experience assisting clients with various financial milestones such as retirement planning, education funding, inheritance, and business sales. He also specializes in managing concentrated stock positions and minimizing tax liabilities. Ben graduated from James Madison University with a B.S. in Psychology and has been with Merrill since 2012. In his free time, he enjoys spending time near the water, playing golf, and relaxing with his family. Ben serves as an Assistant Wrestling Coach at the Episcopal School of Jacksonville and is on the Board of Directors for the St. Johns Riverkeeper. With access to the global resources of Merrill, Ben's team is dedicated to providing personalized service and building strong client relationships based on trust. As a Registered Senior Wealth Management Client Associate, Ben focuses on helping clients achieve their financial goals by creating customized investment strategies tailored to their individual needs and priorities. By utilizing the Investment Personality Assessment, Ben can better understand clients' investing preferences and create a financial approach that aligns with their goals. Whether clients are planning for future healthcare expenses, funding education, or passing wealth to future generations, Ben works closely with them to develop a comprehensive financial strategy. As life and goals change, Ben's team helps clients adjust their financial approach to reflect these changes and stay on track to achieve their objectives. Through ongoing communication and regular reviews, Ben ensures that clients' financial plans remain aligned with their evolving needs and market conditions. By focusing on the client's priorities and providing personalized advice, Ben helps individuals navigate financial transitions and make informed decisions to secure their financial future. Whether clients are planning for retirement, funding education, or managing tax liabilities, Ben's team is dedicated to providing comprehensive financial solutions tailored to their unique needs. With a commitment to putting clients first, Ben works with clients to create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Ben helps clients navigate the complexities of their financial lives and build customized investment strategies to pursue their objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ben offers a comprehensive approach to addressing clients' financial needs. Contact Ben Oxnard at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and goals.
Merrill Lynch Financial Advisor David M Baker
Merrill Lynch Financial Advisor David M Baker is located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. Supported by the global resources of Merrill, the team at this institution is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Jim, a member of the Bledsoe Baker Busch & Associates team, focuses on performance analysis of asset classes and portfolio strategies. With a bachelor's degree in business from the College of Charleston and the Certified Investment Management Analyst® designation, Jim is well-equipped to provide investment advice. The institution believes in understanding clients' goals and priorities, adapting financial approaches as life changes. The team at Merrill Lynch Wealth Management works closely with clients to develop personalized plans to help achieve financial goals while managing risks. By utilizing Merrill's investment insights and Bank of America's banking solutions, clients receive comprehensive financial advice tailored to their needs. The institution offers the Merrill Personal Wealth Analysis™ to help build and document personalized plans centered around individual goals. The team is committed to helping clients stay on track by regularly reviewing and adjusting financial approaches. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor David M Baker aims to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Nicholas K Courtney
Merrill Lynch Financial Advisor Nicholas K Courtney is located at 50 North Laura Street in Jacksonville, Florida, United States. The institution, Courtney, Patrick & Tutwiler Group, believes in building strong relationships through teamwork and involvement. Their advisors and wealth management client associates provide access to global investment capabilities and banking services through Bank of America. They aim to be your primary source for financial advice and guidance, offering dedication and diligence throughout the financial planning process. The team at Courtney, Patrick & Tutwiler Group consists of talented specialists with experience in working with institutions and individuals. They are committed to guiding investment programs and strategic decision making to meet the needs and aspirations of their clients. The focus is on addressing investing and wealth management needs for institutions, individuals, and families, crafting customized strategies to help clients pursue their goals.
Merrill Lynch Financial Advisor Ron Thomas Patrick
Located at 50 North Laura Street in Jacksonville, Florida, Merrill Lynch Financial Advisor Ron Thomas Patrick is a finance institution dedicated to providing personalized financial advice and guidance. The team at Courtney, Patrick & Tutwiler Group believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. With a focus on addressing the investing and wealth management needs of institutions and individuals, the institution offers customized strategies to help clients pursue their financial goals. Led by experienced advisors like Ron Thomas Patrick, who has been named to the Forbes "Best-in-State Wealth Advisors" list, the team at Merrill Lynch is committed to providing trust-based and personalized services. Additionally, the institution offers retirement benefits consulting services and wealth management strategies for businesses and individuals. With a strong commitment to client relationships and personalized service, Merrill Lynch Financial Advisor Ron Thomas Patrick is dedicated to helping clients achieve financial success.
Merrill Lynch Financial Advisor William M Courtney
Merrill Lynch Financial Advisor William M Courtney is located at 50 North Laura Street, Jacksonville, Florida, United States. The institution focuses on building strong relationships with clients through teamwork and personalized service. They provide access to global investment capabilities and banking convenience through Bank of America. The team at Courtney, Patrick & Tutwiler Group is dedicated to understanding the needs and goals of their clients, whether they are institutions or individuals and families. The advisors work closely with clients to create customized strategies to help them achieve their financial goals. The team is supported by specialists with experience in guiding investment programs and strategic decision making. William M Courtney, a 27 year veteran with Merrill Lynch, is a CFP® certificant and a dedicated member of various civic organizations. Ron, another advisor at the institution, has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times and has achieved various designations in financial planning. Doug, another member of the team, focuses on retirement strategies for businesses and individuals, as well as wealth management strategies. The institution aims to be the primary source of financial advice for their clients and values dedication and diligence in every step of the financial planning process.
Merrill Lynch Financial Advisor E Lee Bledsoe
Merrill Lynch Financial Advisor E Lee Bledsoe is located at 50 North Laura Street in Jacksonville, Florida, United States. Supported by the global resources of Merrill, the team at Bledsoe Baker Busch & Associates is committed to building strong client relationships based on trust and personalized service. Jim, a key member of the team, focuses on performance analysis of various asset classes and development of portfolio strategies. With a bachelor's degree in business and the Certified Investment Management Analyst® designation, Jim conducts ongoing investment research to help clients capitalize on available opportunities. The institution offers personalized financial advice and services to help clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, the team at Merrill Lynch aims to understand clients' investing preferences and customize financial approaches accordingly. The institution also provides tools to help clients track changes in their lives and financial goals. By working closely with clients to design and implement personalized plans, the team at Merrill Lynch strives to help clients manage, grow, and preserve their wealth. With a focus on understanding clients' priorities and providing tailored solutions, Merrill Lynch Financial Advisor E Lee Bledsoe is dedicated to helping clients achieve their financial aspirations.
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