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TOP 30 Bank of america financial in Peachtree City, GA
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Merrill Lynch Financial Advisor Sandra P. Edwards
Merrill Lynch Financial Advisor Sandra P. Edwards is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Sandra and her team offer a comprehensive approach to managing wealth, starting with listening to your needs and understanding your goals. Through their Goals Based Wealth Management process, they help you visualize and execute a path to your financial goals, taking into account your priorities and risk tolerance. With access to the investment insights of Merrill and the banking resources of Bank of America, they can address various aspects of your financial life. Sandra is actively involved in the community, volunteering and fundraising for organizations such as Zoo Atlanta and the Arthritis Foundation. She believes in building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their financial goals.
Bank of America (with Drive-thru ATM)
Bank of America in Suwanee, Georgia is a trusted financial institution offering a wide range of banking services to meet your financial needs. Conveniently located at 3165 Peachtree Parkway, this branch features a convenient drive-thru ATM for quick and easy access to your funds. Whether you're looking to open a checking or savings account, apply for a loan, or seek financial advice, our friendly and knowledgeable staff are here to assist you. Visit us today to experience the exceptional customer service and financial expertise that Bank of America is known for.
Bank of America Financial Center
The Bank of America Financial Center located at 500 Northlake Drive in Peachtree City, Georgia is a leading financial institution offering a wide range of banking and finance services. With a strong presence in the United States, this bank provides convenient and reliable services to individuals, businesses, and organizations. Whether you need assistance with personal banking, investments, loans, or other financial needs, the Bank of America Financial Center is dedicated to helping you achieve your financial goals. Visit us today to experience exceptional customer service and expert financial advice.
Bank of America (with Drive-thru ATM)
Bank of America is a renowned financial institution located at 1130 Peachtree Industrial Boulevard in Suwanee, Georgia. This branch offers a convenient drive-thru ATM for customers looking to quickly and easily access their funds. As a leading bank in the United States, Bank of America provides a wide range of financial services including checking and savings accounts, loans, and investment options. With a commitment to customer service and innovation, Bank of America is a trusted choice for all your banking needs.
Merrill Lynch Financial Advisor Lei Shan
Merrill Lynch Financial Advisor Lei Shan is a respected finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With over twenty years of experience working with prestigious financial firms such as Goldman Sachs and Credit Suisse, Lei Shan specializes in providing personalized financial advice to wealthy families and institutions. Lei holds an MBA from Duke University and a Master of Science in Molecular Biology from Vanderbilt University. She has been recognized in publications such as Atlanta Journal Constitution and Women's World for her expertise in the field. Lei is actively involved in volunteer work, supporting organizations such as Habitat for Humanity and the Atlanta Day Shelter for Women and Children. Fluent in Chinese, Lei is dedicated to helping clients achieve their financial goals through customized and holistic planning. As a Merrill Lynch Wealth Management Advisor, Lei focuses on building personalized investment strategies tailored to each client's unique needs and aspirations. With access to the resources of Bank of America, Lei works closely with clients to help them navigate the complexities of the financial markets and plan for the future. Whether you are saving for retirement, funding a child's education, or preparing to pass on your wealth to future generations, Lei Shan is committed to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Lei Shan today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Elvyn M Sanchez
Merrill Lynch Financial Advisor Elvyn M Sanchez is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Specializing in personalized wealth management strategies, Elvyn Sanchez works closely with clients to create flexible financial plans tailored to their individual goals and priorities. By leveraging the investment insights of Merrill and the banking solutions of Bank of America, clients can access a comprehensive range of financial services to help them achieve their objectives. Elvyn Sanchez believes in building strong relationships with clients through open communication and a deep understanding of their financial needs. With a focus on long-term success, he helps clients navigate changing market conditions and life events to ensure their financial approach remains aligned with their evolving goals. As a Chartered Retirement Planning Counselor, Elvyn Sanchez is dedicated to providing expert guidance and personalized strategies to help clients secure their financial future. With a commitment to putting clients first, Elvyn Sanchez offers a comprehensive range of services to help individuals and families build and preserve their wealth over time.
Merrill Lynch Financial Advisor Richie Pinnock
Merrill Lynch Financial Advisor Richie Pinnock is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Richie Pinnock can assist in creating a flexible strategy tailored to your specific goals, utilizing the investment insights of Merrill and the banking solutions of Bank of America. By participating in the local community, Richie Pinnock values giving back and volunteering with organizations. The Merrill Personal Wealth Analysis™ helps in developing a personalized plan centered around your aspirations. As a Merrill Lynch Wealth Management advisor, Richie Pinnock focuses on what matters most to you, whether it's family, goals, or priorities. By engaging in conversations, Richie Pinnock aims to understand your financial needs and provide personalized wealth management strategies. The Investment Personality Assessment helps in customizing your financial approach to align with your investing preferences. By regularly reviewing and updating your financial plan, Richie Pinnock ensures that it evolves with your changing life circumstances and goals. Let Richie Pinnock help you achieve your financial goals and navigate the complexities of the market with a personalized approach designed just for you.
Merrill Lynch Financial Advisor Joshua P Pham
Merrill Lynch Financial Advisor Joshua P Pham, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, specializes in personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Joshua Pham can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Joshua demonstrates a commitment to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and priorities. The team, supported by the global resources of Merrill, is dedicated to helping you achieve financial success by understanding your unique investment preferences and goals. With a focus on family, goals, and priorities, Joshua Pham aims to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. By staying informed, adapting to changes in your life, and revisiting your financial approach as needed, Joshua Pham can help you stay on track to achieve your financial goals. As a Certified Financial Planner, Joshua Pham is registered to do business in multiple states and offers personalized investment strategies to help you live your best financial life. Investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Contact Merrill Lynch Financial Advisor Joshua P Pham to start designing a personalized financial approach that reflects your unique needs and priorities.
Merrill Lynch Financial Advisor Chester Palmour Rollins
Merrill Lynch Financial Advisor Chester Palmour Rollins is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Specializing in wealth management strategies, the institution aims to help clients understand their financial picture and create flexible strategies tailored to their goals. With access to investment insights from Merrill and banking solutions from Bank of America, clients can receive personalized plans centered on their aspirations and priorities. The institution values community involvement and offers services such as Merrill Personal Wealth Analysis™ to help clients build and document personalized plans. By understanding clients' goals and priorities, the institution aims to help them manage, grow, and preserve their wealth over time. With a focus on personalized investment strategies, Merrill Lynch Financial Advisor Chester Palmour Rollins is dedicated to helping clients achieve their financial goals and navigate market fluctuations.
Merrill Lynch Financial Advisor Matthew H Townsend
Merrill Lynch Financial Advisor Matthew H Townsend is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With a focus on managing your wealth through a personalized approach, Matthew Townsend can help create a flexible strategy tailored to your financial goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he aims to help you pursue your goals through personalized wealth management strategies. Matthew Townsend believes in actively participating in the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By getting to know you and your priorities, he can offer customized financial solutions to help you achieve what matters most to you.
Merrill Lynch Financial Advisor David F Mack
Merrill Lynch Financial Advisor David F Mack, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a trusted institution in the field of finance. With a focus on understanding your unique financial situation and goals, David Mack can help create a personalized wealth management strategy tailored to your needs. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, David Mack can assist you in navigating the complexities of the financial market and making informed decisions for the future. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, David Mack aims to provide you with the tools and resources necessary to achieve your financial aspirations. Whether you are planning for retirement, saving for a major life event, or passing on wealth to future generations, David Mack is dedicated to helping you pursue your goals. With a commitment to building strong relationships with clients and actively participating in the community, Merrill Lynch Financial Advisor David F Mack is here to guide you towards financial success.
Merrill Lynch Financial Advisor Matthew Hartnett
Merrill Lynch Financial Advisor Matthew Hartnett is a renowned finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Matthew Hartnett, a Chartered Retirement Planning Counselor™ CRPC™ and CERTIFIED FINANCIAL PLANNER™ CFP®, leads the institution with a focus on helping clients define their goals and priorities to develop effective strategies. With a strong background in Political Science from Hamilton College, Matthew brings a personalized approach to financial planning, emphasizing the importance of balancing risks and rewards for concentrated stock options. Recognized by Forbes for his excellence in wealth management, Matthew Hartnett is dedicated to providing exemplary client service and has been ranked among the "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors." His commitment to the community is evident through his volunteer work with local organizations, reflecting the Merrill tradition of community involvement.
Merrill Lynch Financial Advisor Dillon Hess
Merrill Lynch Financial Advisor Dillon Hess, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution that focuses on managing your wealth with a personalized approach. Dillon Hess can help create a flexible strategy tailored to your financial goals, providing access to investment insights from Merrill and banking solutions from Bank of America. With a deep understanding of your financial picture, he can assist you in pursuing your goals through personalized wealth management strategies. Dillon Hess follows the Merrill tradition of community involvement, volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built to center on your goals and aspirations. By engaging in conversations and understanding your priorities, Dillon Hess can help you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or passing on wealth to future generations. By utilizing the Investment Personality Assessment, he can customize a financial approach based on your investing preferences. Regular check-ins and updates to your financial approach ensure that it reflects changes in your life and goals. Dillon Hess is committed to understanding what matters most to you and designing a personalized plan to help you achieve your financial aspirations. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in managing, growing, and preserving your wealth. As a Merrill Lynch Wealth Management Advisor, Dillon Hess helps clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. By prioritizing your needs and goals, Dillon Hess aims to help you reach your financial objectives and stay on track, regardless of market conditions. With a focus on building a dedicated one-on-one relationship, he is committed to providing personalized advice and guidance to help you live your best financial life.
Merrill Lynch Financial Advisor Jason B Neighborgall
Merrill Lynch Financial Advisor Jason B Neighborgall, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking convenience of Bank of America, Jason Neighborgall can assist in creating a flexible financial strategy tailored to your specific goals and priorities. By participating in the community and volunteering with local organizations, Jason Neighborgall follows the deep-seated Merrill tradition of serving the communities they operate in. Through the Merrill Personal Wealth Analysis™ tool, clients can build and document a personalized financial plan centered on their unique goals and aspirations.
Merrill Lynch Financial Advisor Kevin R Barnes
Merrill Lynch Financial Advisor Kevin R Barnes, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is dedicated to helping you manage your wealth by creating a personalized strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kevin Barnes can assist you in pursuing your financial objectives through personalized wealth management strategies. As a part of the Merrill tradition of community involvement, Kevin volunteers with organizations in the local community. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. Kevin believes in understanding your unique financial situation and priorities, and works with you to design a personalized plan to help you achieve your goals while managing investment risk. By staying connected and revisiting your financial approach, Kevin aims to help you stay on track to reach what matters most to you. With a focus on building a customized investment approach to address your needs and goals, Kevin Barnes is committed to putting you first and helping you achieve your financial aspirations.
Merrill Lynch Financial Advisor Alex Freeland
Merrill Lynch Financial Advisor Alex Freeland, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a finance institution dedicated to helping clients achieve their financial goals. The team at Merrill Lynch is committed to understanding the values and aspirations of each individual and their family in order to create personalized wealth management strategies. By providing insights, observations, and ideas, they aim to help clients navigate the complexities of the financial market and plan for their future. With a focus on community involvement and client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Alex Freeland offers a range of services including personalized investment strategies, wealth management, and legacy planning. By taking the time to understand each client's goals, risk tolerance, and priorities, the team at Merrill Lynch works to provide thoughtful advice and guidance to help clients achieve their financial aspirations.
Merrill Lynch Financial Advisor Randall Roman
Merrill Lynch Financial Advisor Randall Roman, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a Senior Financial Advisor with the Global Corporate and Institutional Advisory Services team. With over twenty years of experience in the industry, Randall focuses on providing strategies and recommendations to help high-net-worth individuals and their families achieve their short- and long-term goals, including retirement and estate planning services. Originally from Puerto Rico, Randall now resides in the Atlanta area with his wife and three children. He is passionate about baseball and coaches a youth travel baseball team in the area. At Merrill Lynch Wealth Management, Randall believes in building personalized financial plans centered around your goals and priorities. He starts every relationship with a conversation to understand what matters most to you, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses. By utilizing the Investment Personality Assessment and staying updated on changes in your life and goals, Randall works with you to develop a customized financial approach to help you achieve your objectives.
Merrill Lynch Financial Advisor Lawrence I Kass
Merrill Lynch Financial Advisor Lawrence I Kass is a finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Lawrence I Kass, who began his financial services career in 2004, is committed to helping clients achieve their financial goals at every stage of life. By developing a personalized financial strategy that reflects each client's investment style and life plan, the team at Merrill Lynch strives to provide transparency, potential solutions, and premier customer service. Clients can expect a tailored approach to wealth management that focuses on their individual goals and priorities. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can plan for their financial future with confidence. From defining and prioritizing financial goals to adjusting strategies as needed, Merrill Lynch Financial Advisor Lawrence I Kass is dedicated to helping clients pursue what matters most to them.
Merrill Lynch Financial Advisor Chris Gabriel
The Merrill Lynch Financial Advisor Chris Gabriel institution, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, offers a unique approach to finance. The Gabriel Group, alongside trusted partners like Perry J. LeBlanc III and The Wiley Group led by Buck Wiley, work to bring purpose and productivity to your money. They assist in creating outcomes and legacies for yourself, loved ones, and important causes. The team focuses on aligning your values and resources for maximum benefit in all areas of your life. Chris Gabriel, a Bank of America Global Institutional Consultant, specializes in working with Endowments, Foundations, and Not-for-Profits. The team partners with clients' professionals to create scenarios of Optimal Giving with maximum benefit for both the giver and the recipient. The institution offers a range of wealth management planning, wealth structuring, and investment management services, with a focus on philanthropic strategy. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can help build and document a personalized plan centered on your goals. The team is committed to helping you stay on track to achieve what's most important to you as your life and financial goals evolve over time.
Merrill Lynch Financial Advisor Max S Dore
Merrill Lynch Financial Advisor Max S Dore is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual clients' financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution offers personalized wealth management strategies to help clients pursue their financial aspirations. Max S Dore is dedicated to understanding each client's unique needs and priorities, offering personalized investment approaches and comprehensive financial solutions. The institution's mission is to help clients achieve their financial goals by staying informed, managing investment risk, and adapting to changes in both the market and their personal lives. Through a one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients can receive guidance on a range of financial matters, from investment strategies to retirement planning. Max Dore is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards. The institution emphasizes the importance of understanding clients' goals, providing personalized advice, and staying on track to achieve financial success.
Merrill Lynch Financial Advisor Erik M Bjerke
Merrill Lynch Financial Advisor Erik M Bjerke is located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. As a senior partner in Merrill’s Global Corporate & Institutional Advisory Services (GCIAS), Erik oversees assets and liabilities of more than $100 billion for 100 public companies and their executives, directors, employees, and retirees. He is committed to delivering high-touch, personalized service to clients throughout the United States and beyond. Erik is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® (CIMA®) designation. With a focus on integrated, multi-variable strategies, Erik utilizes the resources of Merrill and Bank of America for dynamic decision making in volatile financial markets. He is dedicated to helping clients achieve their financial goals and provides personalized plans centered on their aspirations. Erik is actively involved in the community and has helped found two start-up operating charities. As a Merrill Lynch Wealth Management Advisor, Erik prioritizes understanding his clients' needs and goals to create customized investment approaches. With access to Merrill's investment insights and Bank of America's banking solutions, he helps clients manage, grow, and preserve their wealth while addressing fluctuations in the market and changes in their lives. Erik is registered to do business in multiple states and is committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor James R Kaufman
Merrill Lynch Financial Advisor James R Kaufman is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. James R Kaufman, Senior Financial AdvisorManaging Director, has been in the financial services industry since 1998 and can assist you in building a wealth management strategy tailored to your individual needs. With a comprehensive approach to managing wealth, James focuses on listening to your needs and helping you make informed decisions to develop your strategy. The mission of James R Kaufman is to understand what matters most to you and design a personalized plan to help you and your family pursue financial goals while managing investment risk. By focusing on potential solutions to turn your goals into reality, James works with you to develop an approach that addresses your financial needs using the investment insights of Merrill and banking solutions from Bank of America. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, customizing your financial approach, or providing advice to help you stay informed.
Merrill Lynch Financial Advisor David M Cramer
Merrill Lynch Financial Advisor David M Cramer, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, provides personalized wealth management plans for clients and their families. With a comprehensive approach tailored to individual goals and needs, David Cramer, CFP®, CRPC, helps clients navigate corporate benefit programs and manage important financial transitions. Holding the Chartered Retirement Planning Counselor designation and CERTIFIED FINANCIAL PLANNER certification, David combines research in behavioral finance with Merrill's Investment Personality Assessment to customize financial approaches. With a focus on understanding clients' aspirations and priorities, David works to help clients pursue their goals while managing investment risk. Whether planning for retirement, education expenses, or wealth transfer, David collaborates with clients to develop strategies designed to address their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, David aims to help clients achieve their financial goals, no matter how their lives and the markets may change over time. By regularly reviewing and adjusting financial approaches, David helps clients stay on track to reach what matters most to them. With a commitment to putting clients first, David offers a dedicated one-on-one relationship to guide clients through the many paths life can take. As a Merrill Lynch Wealth Management Advisor, David works with clients to build customized investment approaches that align with their unique needs and priorities. With a focus on providing personalized investment strategies and comprehensive financial solutions, David Cramer is committed to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Adil A Khan
Merrill Lynch Financial Advisor Adil A Khan, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution led by Adil A Khan and his team of investment industry professionals. With 7 years of experience in the financial services industry, Adil A Khan joined Merrill in 2016 and specializes in corporate benefit programs, equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. As a Merrill advisor, Adil A Khan provides personalized wealth plans and access to banking solutions from Bank of America. The institution follows the Merrill tradition of community involvement and offers the Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals. By focusing on the things that matter most to clients, such as family, goals, and priorities, the financial advisors at Merrill Lynch Wealth Management work to create customized investment approaches that reflect each individual's unique needs and financial situation. Adil Khan is registered to do business in multiple states and holds certifications such as Certified Financial Planner™ and Chartered Retirement Planning Counselor™. The institution emphasizes the importance of understanding clients' goals and priorities, offering tailored solutions to help them achieve financial success and stay on track to reach their objectives. With a commitment to providing personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch Financial Advisor Adil A Khan aims to help clients live their best financial lives.
Merrill Lynch Financial Advisor John W Sullivan
Merrill Lynch Financial Advisor John W. Sullivan is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. John Sullivan, CFP® Vice President and Wealth Management Advisor, has been in the financial advisory field since 1995 and joined Merrill Lynch Wealth Management in 2008. He specializes in developing tailored strategies based on clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. John works with high-net-worth individuals, their families, and businesses to help them achieve their short- and long-term financial objectives. John's wealth management approach is consultative, objective, and focused on excellence. He takes the time to listen to clients' financial situations, preferences, and goals, and offers recommendations for asset allocations designed to align with each client's income and growth expectations. He covers a wide range of opportunities, including investments, retirement planning, estate planning services, and philanthropy.
Merrill Lynch Financial Advisor Tanner Templeton
Merrill Lynch Financial Advisor Tanner Templeton, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill Lynch and the banking solutions of Bank of America, Tanner Templeton can help you pursue your financial aspirations while managing investment risk. By understanding your unique financial situation and aspirations, Tanner Templeton can design and implement a personalized plan to help you achieve your goals. Through ongoing communication and adjustments to your financial approach as needed, Tanner Templeton aims to help you stay on track regardless of market fluctuations. With a focus on building a customized investment approach that reflects your personality and priorities, Merrill Lynch Wealth Management Advisors like Tanner Templeton are dedicated to helping you reach your financial goals. Contact Tanner Templeton to learn more about how he can assist you in achieving your financial aspirations.
Merrill Lynch Financial Advisor J. Carlos Castillo
Merrill Lynch Financial Advisor J. Carlos Castillo is a dedicated professional located at 900 Westpark Drive, Peachtree City, Georgia, United States. With over 15 years of experience in the financial services industry, Carlos joined Merrill Lynch Wealth Management in 2016 to help clients achieve their financial goals. By understanding clients' short, medium, and long-term goals, Carlos tailors personalized advice and guidance to exceed expectations. He offers a full spectrum of Investment and Retirement strategies, as well as retail banking products through Bank of America to ensure financial independence for his clients. With Merrill Personal Wealth Analysis™, Carlos can build a personalized plan focused on your goals and aspirations. His team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By listening carefully and understanding your current wealth status and future aspirations, Carlos helps design and implement a plan to manage investment risk and pursue financial goals. He believes in a client-centric approach, focusing on solutions that can turn goals into reality. By working with you to develop a customized financial approach, Carlos aims to help address your financial needs and achieve your goals. Through ongoing conversations and reviews, Carlos ensures that your financial approach reflects changes in your life and helps you stay on track to reach your objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, Carlos offers comprehensive financial strategies tailored to your unique needs. Let's work together to help you achieve your financial goals with Merrill Lynch Financial Advisor J. Carlos Castillo.
Merrill Lynch Financial Advisor Kurt W Jones
Merrill Lynch Financial Advisor Kurt W Jones is a finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, with advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers personalized financial advice and investment strategies tailored to each client's unique needs and goals. With access to the global resources of Merrill, the experienced team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Advisors focus on understanding what matters most to each client, whether it's planning for retirement, saving for a home, funding education, or passing on wealth to future generations. Through conversations and the Investment Personality Assessment, Merrill Lynch helps clients refine their investing preferences and develop a financial approach to pursue their goals. The team at Merrill Lynch believes in staying informed about changes in clients' lives and financial markets to help them achieve their financial goals. Clients can expect regular check-ins to review progress and make adjustments to their financial approach as needed. By working with a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions to help them live their best financial life.
Merrill Lynch Financial Advisor Patrick Farren
Merrill Lynch Financial Advisor Patrick Farren is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. They offer personalized financial strategies to help clients pursue their long-term goals, whether it's wealth transfer, retirement planning, education funding, or other financial needs. The institution begins every relationship with a conversation to understand clients' priorities and goals. They use the Investment Personality Assessment to customize financial approaches based on clients' preferences. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop tailored approaches to address clients' financial needs. The team at Merrill is committed to building strong client relationships based on trust and personalized service. Advisors at Merrill have received recognition for exemplary client service from financial industry publications. The institution offers a range of services, including retirement planning, investment strategies, and financial wellness strategies. They provide ongoing support to help clients stay on track to achieve their financial goals. By getting to know clients personally, Merrill Lynch Financial Advisor Patrick Farren helps create financial approaches that reflect clients' personalities and priorities. They offer personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Paul W Covington
Merrill Lynch Financial Advisor Paul W. Covington is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Paul W. Covington, CRPC, has been in the financial services industry since 2012 and serves as a Senior Financial Advisor, helping clients manage their wealth to meet their individual needs. He takes a comprehensive approach to wealth management, starting with understanding each client's goals and needs. Paul specializes in assisting clients with concentrated stock positions, retirement planning, inheritance, and other important financial transitions. He also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. Paul values community involvement and volunteers with organizations in the community. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals. The institution focuses on building relationships based on understanding clients' changing priorities and goals over time. By listening to clients and asking thoughtful questions, Paul helps design and implement personalized plans to help clients pursue their financial goals while managing investment risk. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Paul Covington is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ (CRPC™) certification. Investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Paul W. Covington is dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches to meet their needs and goals.
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