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TOP 30 Building management in Atlanta, GA
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ZWJ Investment Counsel
ZWJ Investment Counsel is a finance institution located at 75 14th Street Northeast in Atlanta, Georgia, United States. We believe that building a warm and personal relationship with our clients is essential, as money plays a crucial role in every aspect of life. Our "active" approach to investing extends to our client relationships, ensuring that you have direct access to us for any questions or concerns about your portfolio or the markets. Trust is at the core of our philosophy, and we are proud to grow through client referrals. Our long-term investment strategy is tailored to meet your specific objectives, providing you with peace of mind even in the face of market fluctuations. Referrals from our clients serve as a testament to the level of trust we aim to achieve in every relationship.
Empowerment Essentials, Inc.
Empowerment Essentials, Inc. is a finance institution located at 3401 Norman Berry Drive in Atlanta, Georgia, United States. Our mission is to provide individuals and businesses with the tools and resources they need to achieve financial empowerment and success. We offer a range of services including financial planning, investment management, and financial education workshops. Our team of experienced professionals is dedicated to helping our clients build a strong financial foundation and reach their goals. Contact us today to learn more about how Empowerment Essentials, Inc. can help you take control of your financial future.
ButlerJeffrey
ButlerJeffrey is an independent fiduciary finance institution located at 6400 Powers Ferry Road Northwest in Atlanta, Georgia, United States. Founded with the mission of prioritizing client interests, ButlerJeffrey offers top-notch advice and investment management free of conflicts of interest or unnecessary fees. With a focus on making solid financial decisions based on the science of investing, rather than Wall Street trends, ButlerJeffrey helps clients develop a plan to reach their financial goals securely and successfully. The institution's comprehensive approach to financial planning encompasses more than just investment management, including retirement planning, risk management, insurance needs, estate planning, tax planning, charitable giving, and wealth preservation. ButlerJeffrey believes in disciplined investing and educates clients on market factors and their impact to help them navigate the complexities of managing a varied portfolio.
Edward Jones - Financial Advisor: Jeanene Fowler, AAMS™
Edward Jones - Financial Advisor: Jeanene Fowler, AAMS™ is a trusted financial institution located at 3833 Roswell Road Northeast in Atlanta, Georgia. Jeanene Fowler, an Accredited Asset Management Specialist, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Jeanene offers a comprehensive range of financial solutions including retirement planning, investment strategies, and wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jeanene Fowler and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Christian P Raynor
Merrill Lynch Financial Advisor Christian P Raynor is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Christian can help create a flexible strategy tailored to today's market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can assist you in pursuing your financial goals through personalized wealth management strategies. Christian believes in actively participating in the community and volunteers with local organizations. The Merrill Personal Wealth Analysis™ helps in building a personalized plan centered around your goals. As a Merrill Lynch Wealth Management advisor, Christian focuses on your family, goals, and priorities, adapting to your changing needs over time. Through conversations, he helps identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, Christian gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. With a commitment to understanding what matters most to you, Christian designs and implements a personalized plan to help you pursue your financial goals while managing investment risk. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's most important to you. Christian is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Christian Raynor and Merrill Lynch are dedicated to helping you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor Wes McDavid
Merrill Lynch Financial Advisor Wes McDavid, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, offers personalized financial services to help you achieve your goals. Every relationship begins with a conversation to understand your priorities and aspirations. The institution believes in helping you make investment decisions that align with your values and objectives. By utilizing the Investment Personality Assessment, they tailor a financial approach to suit your individual preferences. With over 60 years of combined industry experience, the Fleming McDavid Group is committed to providing high-quality service and personalized financial management. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer a range of services, including wealth management, investment analysis, and financial planning to help you navigate the complexities of your financial life. By staying informed about changes in your life and the market, they aim to keep you on track towards achieving your goals. Whether you're planning for retirement, saving for a home, or passing on wealth to future generations, Merrill Lynch Financial Advisor Wes McDavid is here to help you create a financial approach that reflects your unique needs and priorities.
Bob's Finances
Bob's Finances is a reputable finance institution located at 490 Cairo Street Northwest in Atlanta, Georgia, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you need assistance with budgeting, investing, or financial planning, Bob's Finances is here to help. Visit us today to learn more about how we can help you secure a brighter financial future.
Covington Investments LLC
Covington Investments LLC is a reputable finance institution located in the heart of Atlanta, Georgia. With a prime location at 1175 Peachtree Street Northeast, this firm offers a wide range of investment services to clients seeking to grow and manage their wealth. With a team of experienced professionals, Covington Investments LLC prides itself on providing personalized financial solutions tailored to meet the unique needs and goals of each individual client. Whether you are looking to plan for retirement, save for a major purchase, or build a diversified investment portfolio, Covington Investments LLC is dedicated to helping you achieve your financial objectives. Contact them today to schedule a consultation and take the first step towards a secure financial future.
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.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 7000 Central Parkway in Atlanta, Georgia, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the experienced professionals at Raymond James are dedicated to providing personalized and comprehensive financial guidance. Visit Raymond James Financial Services today to start building a secure financial future.
Edward Jones - Financial Advisor: Della Woodward
Edward Jones - Financial Advisor: Della Woodward is a reputable finance institution located at 2800 Century Parkway Northeast in Atlanta, Georgia. As a trusted financial advisor, Della Woodward provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Della Woodward is dedicated to helping individuals and families manage their finances effectively. Whether you are planning for retirement, saving for college, or investing for the future, Della Woodward is committed to guiding you every step of the way.
THE WEALTH ENGINEER
The Wealth Engineer is a finance institution located at 3043 Riverstone Tr in Atlanta, Georgia, United States. Our team of expert financial advisors are dedicated to helping our clients build and manage their wealth effectively. From investment planning to retirement strategies, we provide personalized financial solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and start building your wealth with The Wealth Engineer.
Merrill Lynch Financial Advisor Robert Michael Southall
Merrill Lynch Financial Advisor Robert Michael Southall is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With over 25 years of experience, they offer personalized financial strategies to help clients pursue their long-term goals. Specializing in retirement contribution plans, equity and stock awards, and wealth management services, they focus on integrating recordkeeping support with employee education and financial wellness strategies. By working one-on-one with clients, they create customized plans to manage, grow, and preserve wealth, while considering future goals and aspirations. Supported by the global resources of Merrill and Bank of America, their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding each client's unique needs and priorities, they aim to help clients stay on track to achieve their financial goals. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Financial Advisor Robert Michael Southall is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
SouthPark Capital
SouthPark Capital is a finance institution located at 11675 Great Oaks Way in Alpharetta, Georgia, United States. Year after year, we prioritize building strong relationships with our clients, whom we consider family. As independent financial advisors, we work closely with our clients to enhance their financial security and prosperity. Through our Tax Mitigation platform and Wealth Management model, we develop personalized plans to help clients generate and retain wealth. Our focus is on providing individualized financial solutions and our integrity is deeply rooted in our community. We believe that retirement should be worry-free, allowing you to spend time with loved ones and pursue your passions. Our goal is to help our clients flourish and succeed financially. We offer unique tax optimization opportunities to lower overall tax burdens and provide ongoing education to help clients make informed decisions about their investments and retirement strategies. Contact us at our Charlotte or Atlanta locations to learn more about how we can assist you in building a fully integrated retirement plan. Securities offered through Arkadios Capital, member FINRA/SIPC, and advisory services are provided through Arkadios Wealth. SouthPark Capital and Arkadios are not affiliated through any ownership.
Edward Jones - Financial Advisor: Helen Lake, AAMS™
Edward Jones - Financial Advisor: Helen Lake, AAMS™ is a trusted financial institution located at 3353 Peachtree Road Northeast in Atlanta, Georgia. As a certified Accredited Asset Management Specialist, Helen Lake offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families navigate the complexities of investing and wealth management. Visit us today to learn more about how Helen Lake and Edward Jones can help you secure your financial future.
Merrill Lynch Financial Advisor Thomas JOERRES
Merrill Lynch Financial Advisor Thomas Joerres is a trusted finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Specializing in providing personalized financial advice and services, Thomas Joerres helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to integrity and excellence, this institution is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Contact Merrill Lynch Financial Advisor Thomas Joerres today to start building a solid financial plan tailored to your needs.
Merrill Lynch Financial Advisor Lisa M Roepke
Merrill Lynch Financial Advisor Lisa M Roepke is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution focuses on understanding each client's family, goals, and priorities to create a personalized financial plan tailored to their needs. With access to investment insights from Merrill and banking solutions from Bank of America, the institution offers a comprehensive approach to help clients manage, grow, and preserve their wealth. The advisors at Merrill Lynch Wealth Management work closely with clients to address their financial needs and help them pursue their goals. By utilizing the Investment Personality Assessment, the team can customize financial approaches to align with each client's preferences and aspirations. With regular check-ins and updates, the institution ensures that clients stay on track to achieve their financial objectives. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Lisa M Roepke is committed to helping clients reach their goals and live their best financial life.
Merrill Lynch Financial Advisor Matthew J Fletcher
Merrill Lynch Financial Advisor Matthew J Fletcher, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, offers a comprehensive and caring approach to wealth management. With over 100 years of combined experience, the team at Fletcher Rigdon Mobley & Associates is dedicated to preserving clients' wealth from market uncertainty and life's challenges. Serving high-net-worth individuals, business owners, retirees, and more, the group builds long-term family relationships based on trust and personalized service. By getting to know each client personally, the team creates customized financial plans to help clients achieve their goals. Recognized by Forbes for their exemplary client service, the advisors at Merrill Lynch are committed to helping clients navigate the complexities of their financial lives. With access to the global resources of Merrill, the team provides personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Matthew J Fletcher is dedicated to helping clients achieve their financial aspirations.
Merrill Lynch Financial Advisor Howard L Joe
Merrill Lynch Financial Advisor Howard L Joe is a third generation Merrill Advisor located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Howard focuses on providing a comprehensive approach to managing wealth, tailored to each client's unique financial situation and priorities. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives, including investments, retirement, estate planning, and philanthropy. Howard is a CERTIFIED FINANCIAL PLANNER™ and has earned the Chartered Retirement Planning Counselor designation. With a personalized approach, Howard helps clients pursue their financial goals and navigate changes in the market and in their lives. By getting to know each client personally, he creates a financial plan that reflects their personality and priorities. As a Merrill Lynch Wealth Management Advisor, Howard is committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a home, or funding a child's education, Howard is dedicated to helping you achieve your goals. Contact Merrill Lynch Financial Advisor Howard L Joe to start building a customized investment approach to address your needs and pursue your financial goals.
Merrill Lynch Financial Advisor Robert T Kurtz
Merrill Lynch Financial Advisor Robert T Kurtz is a finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Services such as banking and lending are provided by Bank of America, N.A. The institution does not provide legal, tax, or accounting advice, but focuses on helping clients pursue their objectives through personalized strategies. The team at Merrill Lynch Wealth Management believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment, they can customize financial approaches to help clients reach their goals. The team is committed to helping clients navigate life changes and market fluctuations to stay on track towards achieving their financial aspirations. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Robert T Kurtz aims to provide personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Paul Brokenburr
Merrill Lynch Financial Advisor Paul Brokenburr, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution that offers personalized wealth management advice and guidance based on your goals and priorities. The Shivers Group, as Merrill financial advisors, believes in placing the investor at the center of their focus, not the market. Their team recommends financial strategies tailored to your unique situation to help you pursue your goals and adjust your strategy over time as needed. Recognized by Forbes for their exemplary client service, the team at Merrill is dedicated to helping you achieve your financial goals by getting to know you personally and building a customized investment approach. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By utilizing Merrill Personal Wealth Analysis™, they can create a personalized financial plan centered on your goals. Whether you are planning for retirement, saving for education, or investing for the future, Merrill Lynch Financial Advisor Paul Brokenburr can help you navigate the complexities of your financial life and work towards achieving your goals.
46 & 2 Wealth Partners
46 & 2 Wealth Partners is a top-tier finance institution located at 400 Galleria Parkway in Atlanta, Georgia. With a focus on providing personalized wealth management services to high-net-worth individuals and families, our team of experienced financial advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer comprehensive solutions tailored to your unique needs. Trust 46 & 2 Wealth Partners to guide you towards financial success and peace of mind.
Merrill Lynch Financial Advisor Desmond Blue
Merrill Lynch Financial Advisor Desmond Blue is located at 300 Galleria Parkway Southeast in Atlanta, Georgia. With a focus on providing insights, observations, and ideas to help clients achieve their financial goals, Desmond and his team offer personalized wealth management planning services. Desmond holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Analyst® designation, bringing a high level of expertise to his clients. Desmond's team works with families seeking financial security, business owners, and individuals who have experienced significant windfalls or life-changing events. They offer services such as wealth management planning, investment advisory services, banking services through Bank of America, and assistance with philanthropic endeavors.
Merrill Lynch Financial Advisor Faizan H Moosa
Merrill Lynch Financial Advisor Faizan H Moosa is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. With a focus on managing your wealth and understanding your financial goals, Faizan Moosa can create a personalized strategy tailored to your needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Faizan Moosa aims to help you pursue your financial goals through personalized wealth management strategies. Faizan Moosa follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management will focus on what matters most to you, whether it's family, goals, or priorities, adapting as they change over time.
Peter Cwalina - Raymond James
Peter Cwalina - Raymond James is a reputable finance institution located in Atlanta, Georgia, United States. With a focus on providing top-notch financial services and advice to clients, the institution prides itself on its expertise and dedication to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Peter Cwalina - Raymond James is committed to delivering personalized solutions tailored to your specific needs. Trust in their experienced team of professionals to help you navigate the complex world of finance with confidence and peace of mind.
Merrill Lynch Financial Advisor Mitzie Yvonne Wilson
Merrill Lynch Financial Advisor Mitzie Yvonne Wilson is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Mitzie Wilson believes in doing what’s right personally and professionally, striving to discover opportunities and overcome obstacles while always aiming for what’s next. As an advisor, Mitzie helps individuals and families build, manage, preserve, and transfer their wealth to achieve their goals. Mitzie takes pride in listening to clients' needs, educating them about money matters, easing the fear of investing, and helping navigate life’s challenges. With a focus on accumulation and decumulation, Mitzie leverages critical thinking skills to help clients reach and thrive throughout retirement. Committed to treating clients' wealth as her own, Mitzie builds meaningful connections, providing personalized service and attention. Born and raised in Pittsburgh, Mitzie actively supports causes such as financial literacy and youth success. Merrill Personal Wealth Analysis™ helps Mitzie create personalized plans centered on clients' goals. Supported by the global resources of Merrill, Mitzie's team is dedicated to building strong client relationships based on trust and service. By understanding clients' priorities, Mitzie provides a customized plan rooted in the unique complexities of their lives. Every relationship begins with a conversation, prioritizing clients' goals and providing advice and guidance to help them stay informed. Merrill Lynch Wealth Management Advisors help clients navigate their financial future, addressing changing goals and life circumstances. Mitzie Wilson is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions through Merrill and Bank of America. Invest with Mitzie Wilson for a personalized wealth management approach focused on your needs and goals.
Merrill Lynch Financial Advisor John W. Durkota
Merrill Lynch Financial Advisor John W. Durkota, located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States, is a reputable finance institution dedicated to understanding your life priorities and helping you create a personalized financial plan tailored to your goals and aspirations. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch strives to provide you with the guidance and support needed to achieve your financial objectives. By utilizing the global resources of Merrill Lynch, the experienced individuals at this institution work together to design an approach that reflects your unique needs, priorities, and financial situation. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, the team at Merrill Lynch is committed to helping you stay on track and achieve your goals.
Merrill Lynch Financial Advisor Matthew Lee Williams
Merrill Lynch Financial Advisor Matthew Lee Williams is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Matthew and his team of investment industry professionals offer a full range of wealth management services to corporate executives and their families. With 17 years of experience in the financial services industry, Matthew specializes in corporate benefit programs and can help integrate these benefits into a long-term financial approach. He holds a Bachelor's and Master's Degree in Finance from Georgia Southern University and is actively involved in supporting organizations such as Children's Healthcare of Atlanta and St. Francis Table in the community. Matthew believes in building personalized financial plans centered around your goals and priorities, adapting to changes in your life and financial markets. As a Chartered Retirement Planning Counselor™, he is dedicated to helping you pursue your financial goals while managing investment risk. Get personalized investment strategies and comprehensive financial solutions tailored to your unique needs with Merrill Lynch Wealth Management Advisors.
Merrill Lynch Financial Advisor Gerald D Smith
Located at 300 Galleria Parkway Southeast in Atlanta, Georgia, Merrill Lynch Financial Advisor Gerald D Smith is a reputable institution in the field of finance. With a focus on managing your wealth through a personalized approach, Gerald D Smith can help create a flexible strategy tailored to your specific financial goals. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive wealth management experience. Gerald D Smith follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the community. Through Merrill Personal Wealth Analysis™, clients can work with Gerald to build a personalized financial plan centered on their goals and aspirations. With a commitment to understanding the unique needs and priorities of each client, Gerald D Smith helps individuals and families pursue their financial objectives through a thoughtful and personalized approach.
Merrill Lynch Financial Advisor Robert E. Heightchew III
Merrill Lynch Financial Advisor Robert E. Heightchew III is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Bob has been in the financial services industry since 2016, bringing a unique background in strategic and operational planning from his time as an Infantry Officer in the military. He holds the CERTIFIED FINANCIAL PLANNER certification and is a graduate of the United States Military Academy at West Point. Bob focuses on helping families design and implement successful strategies to achieve their financial objectives. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, with a team of talented individuals committed to building strong client relationships based on trust and personalized service. Bob believes in understanding each client's individual goals and priorities to create a personalized financial plan that helps manage investment risk and achieve long-term success. The institution follows the Merrill tradition of community involvement and offers comprehensive financial solutions through the global resources of Merrill and Bank of America. Bob works with clients to address their financial needs, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. The institution also provides investment insights, tools to track financial changes, and regular reviews to help clients stay on track towards their goals. Bob's approach is built around understanding each client's personality and priorities, offering advice tailored to their unique situation. As a Merrill Lynch Wealth Management Advisor, Bob helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution is registered to do business in several states and holds certifications such as CFP® and CRPC™. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions.
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