Concentrated stock positions in Atlanta, Georgia

Merrill Lynch Financial Advisor Brittany Lauren Hartnett is a top-rated finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Brittany Hartnett, a highly qualified financial advisor, offers personalized wealth management services to clients, utilizing a goals-based approach to help them achieve their financial objectives. With a strong background in finance and economics, Brittany has received numerous accolades, including being named to Forbes' prestigious lists of top wealth advisors. She is dedicated to providing exemplary client service and has a proven track record of success in the financial industry. Brittany's expertise extends to helping clients with a range of financial needs, from retirement planning to investment management. She is skilled at balancing risk and reward, particularly with regards to concentrated stock positions. Brittany's approach is tailored to each client's unique situation, taking into account their risk tolerance, time horizon, and overall investment goals.

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.

Merrill Lynch Wealth Management is a finance institution located at 300 Galleria Parkway Southeast in Atlanta, Georgia, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies based on years of combined knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. We also prioritize volunteerism and charitable outreach to support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and technological resources. Our advisors are dedicated to helping clients pursue financial goals and prepare for future challenges, providing individually customized investment approaches and wealth management advice. We offer continuing professional training, mentoring, and technology for new and experienced advisors, with a focus on enhancing client relationships and building business.

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.