Investing preferences in Peachtree City, Georgia

Preferred Realty Services is a top-rated real estate agency located in Peachtree City, Georgia, United States. With a team of experienced and dedicated real estate professionals, we are committed to providing our clients with exceptional service and expert guidance throughout the buying or selling process. Whether you are looking to find your dream home or sell your current property, our agents are here to help you every step of the way. Trust Preferred Realty Services for all of your real estate needs in Peachtree City and the surrounding areas.

Laine London Company is a clothing store located at 5400 New Peachtree Road in Chamblee, Georgia, United States. At Laine London, we believe in investing in a lifetime of happiness, not just a one-time dress. With over 200 designer dresses to choose from, all starting at $1,500, we are dedicated to helping every bride find their dream dress. When you schedule an appointment at our Atlanta showroom, you will work with one of our expert stylists to share your style preferences and build your complete wedding day look. Our perfect fit alterations service, with 3 fittings included, ensures that your dress is tailored perfectly to you.

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 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.

Nina's Couture is a high-end clothing store located at 2300 Peachtree Road in Atlanta, Georgia. Specializing in unique and one-of-a-kind pieces, Nina's Couture aims to help clients stand out in a positive way. With a focus on individual tastes and preferences, the store offers a curated selection of high-quality clothing items that are sure to make a statement. If you're looking to get noticed in a good way, Nina's Couture is the place to shop.

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.

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, 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 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 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 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 Craig L Rollins, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, the institution works one-on-one with clients to develop strategies tailored to their individual needs. By listening to clients' aspirations and priorities, the institution aims to provide advice and guidance to help clients make informed decisions about their financial future. Utilizing research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand clients' investing preferences and customize financial approaches accordingly. The institution believes in adapting to clients' changing goals and offers tools to help track and reflect these changes in their financial plans.

Merrill Lynch Financial Advisor Phil Midas is a finance institution located at 900 Westpark Drive, Peachtree City, 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. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. The relationship begins with a conversation to identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. By understanding your investing preferences through the Investment Personality Assessment, the team can customize a financial approach to help you achieve what matters most to you. With tools like the Merrill Personal Wealth Analysis™, the team can build a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach help you stay on track to achieve your goals. By working closely with a Merrill Lynch Wealth Management Advisor, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. Let's work together to help you achieve financial success and live your best financial life.

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 Taylor Holley, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, offers comprehensive wealth management services to meet individual client needs. With a focus on understanding client goals and priorities, Taylor provides personalized financial planning and investment strategies. Specializing in corporate benefit programs, Taylor helps clients navigate equity compensation, retirement plans, and more. By participating in the community and volunteering, Taylor upholds the Merrill tradition of serving the areas we operate in. With Merrill Personal Wealth Analysis™, clients can create a customized plan centered on their aspirations and financial objectives. By utilizing the Investment Personality Assessment, Taylor tailors financial approaches to align with client preferences and goals. Through ongoing communication and adjustments, Taylor ensures that clients stay on track to achieve their financial goals. With access to the resources of Merrill and Bank of America, Taylor works with clients to develop strategies to address their financial needs and pursue their long-term objectives. As a Chartered Retirement Planning Counselor™, Taylor is dedicated to understanding each client's unique circumstances and providing personalized solutions to help them achieve financial success.

Merrill Lynch Financial Advisor Jeffrey Truitt, located at 900 Westpark Drive, Peachtree City, Georgia, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, the institution works one-on-one with clients to develop a tailored financial strategy that aligns with their aspirations and priorities. By understanding each client's unique circumstances and objectives, the institution aims to design and implement a plan that helps manage investment risk while pursuing financial goals. The team at Merrill Lynch believes in a client-centered approach, focusing on solutions that can turn goals into reality. By discussing aspirations, asking thoughtful questions, and providing personalized advice, clients are empowered to make informed decisions about their financial future. The institution offers access to the investment insights of Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to addressing clients' financial needs.

Merrill Lynch Financial Advisor Bill Denton is a finance institution located at 900 Westpark Drive, Peachtree City, Georgia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting as they change over time. Through conversations, the advisor helps identify and prioritize your most important goals, whether it's wealth transfer, pursuing passions, or planning for the future. By understanding your investing preferences through the Investment Personality Assessment, the team can customize a financial approach to help you achieve your goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and the market. The dedicated advisors at Merrill Lynch prioritize your needs and provide personalized investment strategies to help you reach your goals. With access to comprehensive financial solutions from Bank of America, the team will work with you to design an approach that reflects your unique needs and financial situation. Stay informed with the latest investment insights, tips, and strategies to help you live your best financial life. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. Speak with your Merrill financial advisor to understand the differences and determine the best service for your needs. Merrill Lynch is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corp. Let Merrill Lynch Financial Advisor Bill Denton help you achieve your financial goals with personalized service and customized investment strategies.

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.

Merrill Lynch Financial Advisor Ryan G. O'Hare, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Ryan can help you navigate today's changing market conditions and create a flexible strategy to help you achieve your financial aspirations. Ryan follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can develop a personalized plan centered on your goals and aspirations, adjusting as your life and priorities evolve over time. By utilizing the Investment Personality Assessment, Ryan gains a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.

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 Mark A Howard is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Mark Howard follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, a personalized financial plan is built based on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, Mark Howard helps identify and prioritize your goals, whether it's planning for retirement, buying a home, or funding education. The Investment Personality Assessment is used to understand your investing preferences and customize your financial approach. With access to Merrill's investment insights and Bank of America's banking solutions, a personalized plan is developed to address your financial needs. Mark's mission is to understand your needs and help you pursue your financial goals while managing risk. Regular check-ins and adjustments are made to keep you on track. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Mark A Howard is dedicated to helping you achieve your financial goals.

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.

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.

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 Scott Dozier is a prestigious finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With a focus on exemplary client service, the institution has been recognized by Forbes for their outstanding wealth management teams and advisors. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch Wealth Management prioritize understanding their clients' goals and priorities, helping them design and implement personalized plans to pursue financial goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to help clients refine their investing preferences and build personalized financial plans. The dedicated advisors at Merrill Lynch Wealth Management are there to guide clients through life's changes and help them stay on track to achieve their goals.

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.

Merrill Lynch Financial Advisor James E. Jowers is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. They provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, they offer personalized attention for all aspects of your financial life, now and for future family members. James Jowers has been recognized on the Forbes “Best-in-State Wealth Advisors” list, showcasing his expertise and dedication to his clients. He follows the deep-seated Merrill tradition of community involvement, volunteering with organizations in the community. At Merrill Lynch Wealth Management, James focuses on family, goals, and priorities, adapting to changes over the years. Every relationship begins with a conversation to identify and prioritize goals that matter most to you. The Investment Personality Assessment helps understand your investing preferences, allowing for a customized financial approach. Your unique goals are at the center of all financial decisions, forming the foundation of your financial strategy. With a team of specialists, they create strategies that reflect your aspirations for yourself and future generations.

Merrill Lynch Financial Advisor Ashley C Gardner, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution that specializes in managing wealth through personalized strategies tailored to individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ashley Gardner and her team are committed to building strong client relationships based on trust and personalized service. They offer services such as Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals and priorities, as well as the Investment Personality Assessment to customize financial approaches based on individual investor preferences. With a focus on understanding clients' life changes and financial needs, they provide ongoing support and guidance to help clients stay on track to achieve their goals.