Comprehensive wealth planning in Atlanta, Georgia

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 Andrew P O'Connell is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. They offer a dedicated team of Financial Advisors and Key Employee Services professionals to provide sophisticated support to plan sponsors. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop personalized financial approaches designed to help address their financial needs and goals. The institution believes in starting every relationship with a conversation to understand the client's priorities and goals. They offer tools like the Investment Personality Assessment to customize financial approaches and help clients pursue what matters most to them. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer services like Merrill Personal Wealth Analysis™ to create personalized plans centered on client goals. The institution aims to help clients stay on track to achieve their goals by regularly reviewing and adjusting their financial approaches. Merrill Lynch focuses on getting to know clients personally to offer customized investment strategies that address their needs and pursue their goals. They provide comprehensive financial solutions in collaboration with Bank of America. Investing involves risk, and Merrill does not provide legal, tax, or accounting advice. Clients are encouraged to consult their own advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and financial planning services and clients should understand the differences between them when selecting services.

Merrill Lynch Financial Advisor Michael R Massi is a finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. Michael R. Massi, Jr has been in the financial services industry since 2016 and holds the Chartered Retirement Planning Counselor designation and the CERTIFIED FINANCIAL PLANNER™ certification. He focuses on helping clients develop personalized solutions and investment guidance to achieve their short and long-term financial objectives. Michael and his wife, Emily Massi, are active in the community, supporting various organizations. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™ to help clients achieve their goals. They provide investment strategies, comprehensive financial solutions, and ongoing support to help clients navigate the complexities of their financial lives. Michael Massi is registered to do business in multiple states and holds various certifications in the financial planning field. The institution emphasizes the importance of understanding clients' individual needs and goals to create a customized approach that reflects their unique financial situation. With access to the resources of Merrill and Bank of America, clients can receive tailored advice and guidance to address market fluctuations and life changes. The institution aims to help clients stay on track towards achieving their financial goals through regular reviews and adjustments to their financial approach. By prioritizing the client's interests and providing personalized support, Merrill Lynch Financial Advisor Michael R Massi strives to help clients live their best financial life.

Capstone Financial is a renowned finance and insurance agency located at 3550 Lenox Road Northeast in Atlanta, Georgia, United States. With a team of experienced professionals, Capstone Financial offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and wealth management. The institution is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals and secure their future. Visit Capstone Financial today for expert advice and top-notch financial services.

Cerity Partners is a leading financial institution located at 3625 Cumberland Boulevard Southeast in Atlanta, Georgia, United States. Specializing in personalized wealth management and financial planning services, Cerity Partners offers comprehensive solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Cerity Partners is dedicated to providing clients with the expertise and resources needed to navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cerity Partners is here to help you every step of the way.

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.

Zeb McKinzey - Associate Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1200 Abernathy Road Northeast, Atlanta, Georgia, United States. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications indicate expertise in various areas of financial planning, including asset management, retirement planning, estate planning, and investment management. The advisors at Zeb McKinzey - Associate Advisor are committed to providing comprehensive and personalized financial advice to their clients, with a focus on meeting their individual needs and goals.

AKPride Financial is an independent financial life planning and wealth management firm located at 121 Perimeter Center West in Atlanta, Georgia, United States. We specialize in simplifying financial planning to help you reach your financial goals. As a fee-only institution, we do not earn commissions from mutual funds or securities, ensuring that our financial planners always act in the best interest of our clients. Our services include comprehensive financial planning, investment advice, and asset management for business executives, professionals, families, couples, and retirees. Founder and Owner Anna Kindley has over 25 years of experience in supporting businesses and individuals at all life stages. Our firm works with clients across the country, providing expert fiduciary advice and personalized financial plans. We focus on integrating financial planning, investments, and insurance to create a holistic approach to financial well-being. With state-of-the-art technology and strategic resources, we help preserve your assets and generate a predictable income for the future.

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, 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 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.

MacNeill Retirement Partners - Ameriprise Financial Services, LLC is a trusted finance institution located at 1200 Abernathy Road Northeast, Atlanta, Georgia, United States. As one of Investor's Business Daily's 2022 Most Trusted Wealth Managers, we prioritize our clients' goals and provide personalized investment, asset allocation, and portfolio recommendations based on individual needs and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With secure online access, you can track your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn how we can help you achieve your financial goals. Ameriprise Financial is committed to providing personalized advice to help clients reach their financial goals. We are registered to do business in certain U.S. states and adhere to strict regulations to protect our clients' privacy and security. Contact us today to discuss what's most important to you and start planning for a secure financial future.

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 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.

Merrill Lynch Financial Advisor Douglas C. Justice is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Merrill is proud of its advisors who have been recognized by financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer a range of services to help clients achieve their financial goals, from retirement planning to wealth transfer. The advisors at Merrill Lynch focus on understanding each client's unique needs and priorities to create a customized financial approach. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The goal is to help clients pursue their goals and manage investment risk effectively. The institution offers personalized plans, investment strategies, and comprehensive financial solutions to help clients live their best financial life. The team at Merrill Lynch is committed to helping clients achieve their goals and stay on track, regardless of market fluctuations. With a focus on understanding clients personally, they offer tailored advice and guidance to address changes in the market and in clients' lives. Merrill Lynch Financial Advisor Douglas C. Justice is dedicated to helping clients navigate the complexities of their financial lives and build a secure financial future.

Merrill Lynch Financial Advisor Travis Wilson is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With over 25 years of experience, the Global Corporate & Institutional Advisory Services (GCIAS) team including Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare offers personalized financial strategies to help clients pursue their long-term goals. Whether it's retirement planning, saving for a home, or funding education, the team at Merrill Lynch works one-on-one with clients to develop customized financial approaches. The advisors at Merrill Lynch have received recognition for their exemplary client service and are committed to building strong relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can feel confident in their financial decisions. The team at Merrill Lynch believes in helping clients achieve their goals by understanding their priorities and creating a financial approach that reflects their unique needs. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Financial Advisor Travis Wilson.

Pinehill Investments Inc is a leading finance institution located at 4200 Northside Parkway Northwest in Atlanta, Georgia. We specialize in providing comprehensive financial services to our clients, including investment management, wealth planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Pinehill Investments Inc can help you reach your financial objectives.

Merrill Lynch Financial Advisor Joshua Walzer, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, offers comprehensive wealth management services tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Joshua can help you create a flexible strategy to navigate changing market conditions. By participating in the community and volunteering with local organizations, Joshua embodies the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, Joshua can develop a personalized plan centered on your goals and aspirations. By understanding your unique investment personality and preferences, Joshua can customize a financial approach to help you pursue what matters most to you. Whether you are planning for retirement, saving for a major purchase, or passing on your wealth to future generations, Joshua will work with you to develop a plan to manage, grow, and preserve your wealth. With a focus on building a one-on-one relationship and regularly reviewing your goals and progress, Joshua is committed to helping you achieve financial success. Contact Joshua Walzer to start designing a personalized financial plan that reflects your priorities and helps you navigate the complexities of the financial markets.

Atlantic Investment Co is a renowned finance institution located at 4401 Northside Parkway Northwest in Atlanta, Georgia, United States. With a strong reputation for providing top-notch investment services, Atlantic Investment Co offers a wide range of financial 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 team at Atlantic Investment Co is dedicated to providing personalized and expert advice to help you make informed financial decisions. Contact us today to learn more about how Atlantic Investment Co can help you secure your financial future.

Merrill Lynch Financial Advisor Joseph A Sacco is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Joseph A Sacco can help create a flexible strategy tailored to your specific needs, offering access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Joseph A Sacco is dedicated to helping you achieve your financial goals. By participating in the community and volunteering with local organizations, Joseph A Sacco upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals. By understanding your investment personality and preferences, Joseph A Sacco can customize a financial approach to align with what matters most to you. Regular check-ins and adjustments to your financial approach ensure that it reflects changes in your life and goals. With a focus on understanding your aspirations and priorities, Joseph A Sacco works to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. As a Merrill Lynch Wealth Management Advisor, Joseph A Sacco is committed to helping you navigate the financial complexities of life and build a customized investment approach to meet your needs and aspirations. With a dedicated one-on-one relationship, Joseph A Sacco puts you first every day, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and Joseph A Sacco is registered to do business in multiple states. It is important to consult with legal and tax advisors before making any financial decisions. This material does not take into account specific investment objectives and is not intended as a recommendation for the purchase or sale of any security or investment strategy. Merrill offers a range of brokerage, investment advisory, and other services to help you live your best financial life.

Merrill Lynch Financial Advisor Alexx Kenyatta Franklin is located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Alexx follows a disciplined process to understand you, your family, and your financial situation. Holding the Chartered Retirement Planning Counselor designation, Alexx is passionate about delivering excellent service. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™, supported by a team of experienced professionals. The institution participates in community service and offers exclusive events with industry experts. The goal is to help clients manage, grow, and preserve their wealth, tailored to their individual goals and priorities. With access to investment insights and banking solutions from Merrill and Bank of America, Alexx works with clients to develop a financial approach designed to address their needs. By understanding clients' goals and priorities, Alexx helps create a customized investment strategy to help them achieve financial success. The institution is committed to helping clients navigate changes in their lives and the financial markets to stay on track towards their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping clients build a customized investment approach to pursue their goals. Alexx Franklin is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ designation.

FSC Securities Corporation, located at 2300 Windy Ridge Parkway Southeast in Atlanta, Georgia, is a leading provider of wealth management solutions. As part of the Osaic network, they offer a diverse community of professionals dedicated to transformative financial planning, rather than simply transactional services. With the power of their scale, FSC Securities Corporation provides clients with more support, resources, and time to focus on their financial goals. They work closely with individuals to enhance profitability and achieve personalized business objectives, understanding that success looks different for everyone.

ill Lynch Financial Advisor John B Mobley, located at 3455 Peachtree Road Northeast, 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 and providing trusted guidance through market uncertainties. They serve a diverse array of high-net-worth individuals, business owners, retirees, and more, building long-term family relationships based on personalized financial planning. The team at Merrill Lynch understands that financial success is achieved through personalized investment strategies that align with your goals and values. By getting to know you and your unique financial situation, they can create a customized plan to help you pursue what matters most to you. With tools to track changes in your life and goals, they aim to help you stay on track and adapt your financial approach as needed.

Merrill Lynch Financial Advisor David C Timms is a trusted finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With a mission to help clients develop long-term wealth management plans that cater to their needs and goals, David and his team offer a comprehensive range of services including wealth forecasting, retirement income planning, tax minimization strategies, portfolio management, trust and estate planning, mortgage and personal financing solutions, business financing, succession planning, and insurance needs. David, a graduate of Furman University, has 25 years of experience and holds the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor designations. With access to the global resources of Merrill Lynch and Bank of America, David and his team are dedicated to building strong client relationships based on trust and personalized service. By listening to clients' aspirations and priorities, they develop personalized financial approaches designed to help clients pursue their goals and manage investment risk. With a focus on ongoing communication and adjustments to reflect changes in clients' lives and goals, Merrill Lynch Financial Advisor David C Timms is committed to helping clients achieve financial success.

Merrill Lynch Financial Advisor Chad R Fleming is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. The institution focuses on building relationships through meaningful conversations to help clients identify and prioritize their financial goals. They believe in customizing financial approaches to help clients pursue their passions, transfer wealth to future generations, and make informed investment decisions. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and goals. With over 60 years of combined industry experience, the Fleming McDavid Group offers personalized financial management services tailored to each client and their family.

ed scenarios, we strive to make sure you understand the implications of our recommendations. • Provide guidance on how to best navigate life’s transitions, whether planned or unexpected. Our goal is to help you make confident decisions that align with your values and goals. • Offer access to a wide range of resources and services through Bank of America, N.A. and Merrill, to meet your financial needs and goals. This includes traditional banking services, lending options, investment management, retirement planning, tax strategies, and estate planning.

Merrill Lynch Financial Advisor Claressa A Hicklen, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, offers personalized financial planning and investment strategies tailored to your goals and priorities. With experience in helping executives manage concentrated stock positions and navigate important life transitions, Claressa A Hicklen provides access to Bank of America Private Bank trust and estate planning services, as well as credit and banking solutions. By working closely with your professional advisors, she can coordinate a comprehensive financial and legacy plan that aligns with your values and aspirations. With a focus on community involvement and a commitment to understanding your unique preferences and goals, Merrill Lynch Wealth Management Advisors strive to help you achieve financial success and peace of mind. Through ongoing communication and regular reviews, we aim to keep your financial approach aligned with your evolving needs and market conditions. Contact Claressa A Hicklen to start building a customized investment plan that reflects your personality and priorities.

The ESOP Group - UBS Financial Services Inc. is a finance institution located at 3280 Peachtree Road Northeast in Atlanta, Georgia, United States. Specializing in employee stock ownership plans (ESOPs), this institution provides comprehensive financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, The ESOP Group - UBS Financial Services Inc. offers personalized investment strategies, retirement planning, and wealth management solutions. Whether you are looking to grow your assets, plan for retirement, or maximize your financial potential, this institution is dedicated to helping you navigate the complexities of the financial market and secure your financial future.

Merrill Lynch Financial Advisor ChukwuEmeka Onyia (Emeka) is a finance institution located at 3455 Peachtree Road, Atlanta, Georgia, United States. With 11 years of experience in the financial services industry, ChukwuEmeka focuses on serving individuals, corporate executives, and business owners by offering a comprehensive approach to managing wealth. He creates customized wealth management plans that can adapt to clients' changing needs and market conditions. He provides access to investment insights from Merrill and banking solutions from Bank of America to address various aspects of clients' financial lives. ChukwuEmeka is dedicated to delivering excellent service and helping clients pursue their financial goals. He received his bachelor's degree from East Carolina University and a Master's in Finance from Purdue University. ChukwuEmeka believes in participating in the communities he serves and volunteers with local organizations. As a Merrill Lynch Wealth Management Advisor, he focuses on understanding clients' goals and priorities to create personalized financial plans. By utilizing the Investment Personality Assessment, ChukwuEmeka can tailor financial approaches to align with clients' preferences and help them achieve their objectives. He regularly reviews clients' goals and financial approaches to ensure they stay on track. ChukwuEmeka's mission is to help clients pursue their financial goals by providing personalized solutions and guidance. With access to Merrill's investment insights and Bank of America's banking solutions, he works with clients to develop strategies tailored to their financial needs. ChukwuEmeka is registered to do business in multiple states and understands the importance of managing risk in investment decisions. He encourages clients to consult with legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor ChukwuEmeka Onyia (Emeka) is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals through personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Grant Ansley, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is dedicated to helping clients manage their wealth by creating personalized strategies tailored to their financial goals. Grant Ansley follows the Merrill tradition of community involvement, volunteering with local organizations. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals and priorities. By utilizing the Investment Personality Assessment, clients can refine their investing preferences to align with their aspirations. Grant Ansley focuses on understanding clients' needs and designing personalized financial approaches to help them pursue their goals, whether it's planning for retirement, saving for a home, or funding education. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop an approach to address their financial needs. Grant Ansley's mission is to understand clients on a personal level and provide tailored solutions to help them achieve their financial goals. By regularly reviewing and adjusting financial approaches, clients can stay on track to meet their objectives. With a focus on building a customized investment approach, Grant Ansley helps clients navigate the complexities of their financial lives. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Grant Ansley is registered to do business in multiple states and is a Chartered Retirement Planning Counselor™. Clients should consult with legal and tax advisors before making financial decisions, as investing involves risks. Merrill does not provide legal, tax, or accounting advice and offers a broad range of brokerage and investment advisory services.