Merrill lynch retirement planning in Peachtree City, Georgia
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Merrill Lynch Financial Advisor Jose J. Hernandez III
● ClosedMerrill Lynch Financial Advisor Jose J. Hernandez III is a leading finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With a strong focus on providing expert financial advice and personalized investment strategies, Jose J. Hernandez III and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Merrill Lynch Financial Advisor Jose J. Hernandez III is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Sandra P. Edwards
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Vincent Rogers
● ClosedMerrill Lynch Financial Advisor Vincent Rogers, located at 900 Westpark Drive in Peachtree City, Georgia, offers personalized wealth management services to affluent families, individual clients, and business owners. With over a decade of industry experience, Vince works closely with each client to set long-term goals and develop tailored financial strategies using Merrill's resources. He holds a Bachelor of Science degree in Economics and is actively involved in the community. Through individual consultations, Vince helps clients navigate the complexities of investing and financial planning, ensuring their goals are prioritized. His team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs, priorities, and financial situation, Vince helps them stay on track towards achieving their goals. Whether planning for retirement, saving for a home, or funding a child's education, Vince is committed to providing guidance and advice tailored to each client's life priorities. With a focus on education and understanding, Vince aims to empower clients to make informed investment decisions that align with their personal goals. As a Merrill Lynch Wealth Management Advisor, Vince offers a customized investment approach to address the evolving needs of clients and help them pursue their financial aspirations.
900 Westpark Dr Suite 200, Peachtree City, GA 30269, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 900 Westpark Drive in Peachtree City, Georgia. Our financial advisors are dedicated to creating personalized wealth management strategies tailored to each client's unique objectives. With years of combined knowledge and experience, our advisors offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our branch is committed to client service and satisfaction, helping individuals identify their personal and professional goals to create long-term financial strategies. We support the communities we serve through volunteerism and charitable outreach, contributing to economic, social, and cultural initiatives.
900 Westpark Dr Suite 200, Peachtree City, GA 30269, United States -
Merrill Lynch Financial Advisor Maxwell T Binner
● ClosedMerrill Lynch Financial Advisor Maxwell T Binner is a well-established finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With years of experience and expertise in financial planning and investment management, Maxwell T Binner provides personalized advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Maxwell T Binner is dedicated to providing top-notch service and guidance. Contact them today to schedule a consultation and take the first step towards securing your financial future.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Lei Shan
● ClosedMerrill Lynch Financial Advisor Lei Shan is a respected finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With over twenty years of experience working with prestigious financial firms such as Goldman Sachs and Credit Suisse, Lei Shan specializes in providing personalized financial advice to wealthy families and institutions. Lei holds an MBA from Duke University and a Master of Science in Molecular Biology from Vanderbilt University. She has been recognized in publications such as Atlanta Journal Constitution and Women's World for her expertise in the field. Lei is actively involved in volunteer work, supporting organizations such as Habitat for Humanity and the Atlanta Day Shelter for Women and Children. Fluent in Chinese, Lei is dedicated to helping clients achieve their financial goals through customized and holistic planning. As a Merrill Lynch Wealth Management Advisor, Lei focuses on building personalized investment strategies tailored to each client's unique needs and aspirations. With access to the resources of Bank of America, Lei works closely with clients to help them navigate the complexities of the financial markets and plan for the future. Whether you are saving for retirement, funding a child's education, or preparing to pass on your wealth to future generations, Lei Shan is committed to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Lei Shan today to start planning for a secure financial future.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Elvyn M Sanchez
● ClosedMerrill Lynch Financial Advisor Elvyn M Sanchez is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Specializing in personalized wealth management strategies, Elvyn Sanchez works closely with clients to create flexible financial plans tailored to their individual goals and priorities. By leveraging the investment insights of Merrill and the banking solutions of Bank of America, clients can access a comprehensive range of financial services to help them achieve their objectives. Elvyn Sanchez believes in building strong relationships with clients through open communication and a deep understanding of their financial needs. With a focus on long-term success, he helps clients navigate changing market conditions and life events to ensure their financial approach remains aligned with their evolving goals. As a Chartered Retirement Planning Counselor, Elvyn Sanchez is dedicated to providing expert guidance and personalized strategies to help clients secure their financial future. With a commitment to putting clients first, Elvyn Sanchez offers a comprehensive range of services to help individuals and families build and preserve their wealth over time.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Joshua P Pham
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Matthew H Townsend
● ClosedMerrill Lynch Financial Advisor Matthew H Townsend is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With a focus on managing your wealth through a personalized approach, Matthew Townsend can help create a flexible strategy tailored to your financial goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he aims to help you pursue your goals through personalized wealth management strategies. Matthew Townsend believes in actively participating in the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By getting to know you and your priorities, he can offer customized financial solutions to help you achieve what matters most to you.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor David F Mack
● ClosedMerrill Lynch Financial Advisor David F Mack, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a trusted institution in the field of finance. With a focus on understanding your unique financial situation and goals, David Mack can help create a personalized wealth management strategy tailored to your needs. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, David Mack can assist you in navigating the complexities of the financial market and making informed decisions for the future. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, David Mack aims to provide you with the tools and resources necessary to achieve your financial aspirations. Whether you are planning for retirement, saving for a major life event, or passing on wealth to future generations, David Mack is dedicated to helping you pursue your goals. With a commitment to building strong relationships with clients and actively participating in the community, Merrill Lynch Financial Advisor David F Mack is here to guide you towards financial success.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Matthew Hartnett
● ClosedMerrill Lynch Financial Advisor Matthew Hartnett is a renowned finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Matthew Hartnett, a Chartered Retirement Planning Counselor™ CRPC™ and CERTIFIED FINANCIAL PLANNER™ CFP®, leads the institution with a focus on helping clients define their goals and priorities to develop effective strategies. With a strong background in Political Science from Hamilton College, Matthew brings a personalized approach to financial planning, emphasizing the importance of balancing risks and rewards for concentrated stock options. Recognized by Forbes for his excellence in wealth management, Matthew Hartnett is dedicated to providing exemplary client service and has been ranked among the "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors." His commitment to the community is evident through his volunteer work with local organizations, reflecting the Merrill tradition of community involvement.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Dillon Hess
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Wayne Reid
● ClosedMerrill Lynch Financial Advisor Wayne Reid is a prominent finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With a strong reputation for providing expert financial advice and services, Wayne Reid and his team are dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, Merrill Lynch Financial Advisor Wayne Reid offers a wide range of services tailored to meet the unique needs of each individual client. Trustworthy, experienced, and committed to excellence, Merrill Lynch Financial Advisor Wayne Reid is a go-to destination for all your financial needs.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Kevin R Barnes
● ClosedMerrill Lynch Financial Advisor Kevin R Barnes, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is dedicated to helping you manage your wealth by creating a personalized strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kevin Barnes can assist you in pursuing your financial objectives through personalized wealth management strategies. As a part of the Merrill tradition of community involvement, Kevin volunteers with organizations in the local community. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. Kevin believes in understanding your unique financial situation and priorities, and works with you to design a personalized plan to help you achieve your goals while managing investment risk. By staying connected and revisiting your financial approach, Kevin aims to help you stay on track to reach what matters most to you. With a focus on building a customized investment approach to address your needs and goals, Kevin Barnes is committed to putting you first and helping you achieve your financial aspirations.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Alex Freeland
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Randall Roman
● ClosedMerrill Lynch Financial Advisor Randall Roman, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a Senior Financial Advisor with the Global Corporate and Institutional Advisory Services team. With over twenty years of experience in the industry, Randall focuses on providing strategies and recommendations to help high-net-worth individuals and their families achieve their short- and long-term goals, including retirement and estate planning services. Originally from Puerto Rico, Randall now resides in the Atlanta area with his wife and three children. He is passionate about baseball and coaches a youth travel baseball team in the area. At Merrill Lynch Wealth Management, Randall believes in building personalized financial plans centered around your goals and priorities. He starts every relationship with a conversation to understand what matters most to you, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses. By utilizing the Investment Personality Assessment and staying updated on changes in your life and goals, Randall works with you to develop a customized financial approach to help you achieve your objectives.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Ryan Sutton Broome
● ClosedMerrill Lynch Financial Advisor Ryan Sutton Broome, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. Led by Ryan S. Broome, CFP®, the team offers personalized wealth management services, including asset allocation, retirement planning, education planning, and liability management. With a focus on individualized attention and detailed service, Ryan and his team work closely with clients to develop customized financial strategies tailored to their specific needs. By utilizing Merrill's Wealth Management Process and drawing on the resources of the Chief Investment Office, the team at Merrill Lynch is committed to helping clients build and preserve their wealth for the future. Whether you're planning for retirement, saving for a major purchase, or passing on your wealth to future generations, Merrill Lynch Financial Advisor Ryan Sutton Broome can help you navigate the complexities of financial planning and investment management. Contact them today to start a conversation about your financial goals and priorities.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Max S Dore
● ClosedMerrill Lynch Financial Advisor Max S Dore is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual clients' financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution offers personalized wealth management strategies to help clients pursue their financial aspirations. Max S Dore is dedicated to understanding each client's unique needs and priorities, offering personalized investment approaches and comprehensive financial solutions. The institution's mission is to help clients achieve their financial goals by staying informed, managing investment risk, and adapting to changes in both the market and their personal lives. Through a one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients can receive guidance on a range of financial matters, from investment strategies to retirement planning. Max Dore is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards. The institution emphasizes the importance of understanding clients' goals, providing personalized advice, and staying on track to achieve financial success.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Brittany Lauren Hartnett
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Emily Fletcher
● ClosedMerrill Lynch Financial Advisor Emily Fletcher, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a trusted institution in the finance industry. Emily Fletcher, a Senior Financial Advisor with over 30 years of experience, is dedicated to providing exemplary client service and helping individuals build personalized wealth management strategies. As part of the Merrill Lynch Wealth Management team, Emily and her colleagues offer a comprehensive approach to managing wealth, tailored to each client's unique needs and goals. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they aim to understand clients on a deeper level and provide customized financial advice and guidance. With a focus on building strong client relationships based on trust and personalized service, Emily and her team strive to help clients achieve their financial goals and navigate the complexities of the financial markets. By staying connected with clients and regularly reviewing their financial approach, they ensure that the strategies remain aligned with their evolving needs and priorities. As a Merrill Lynch Wealth Management Advisor, Emily Fletcher puts clients first, offering personalized investment strategies and access to comprehensive financial solutions to help them live their best financial life. With certifications such as Chartered Retirement Planning Counselor™ and Certified Financial Planner™, Emily is equipped to guide clients through the various financial challenges and opportunities they may encounter. Whether clients are planning for retirement, saving for a home, or funding a child's education, Emily and her team are committed to helping clients achieve their goals and secure their financial future.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor David M Cramer
● ClosedMerrill Lynch Financial Advisor David M Cramer, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, provides personalized wealth management plans for clients and their families. With a comprehensive approach tailored to individual goals and needs, David Cramer, CFP®, CRPC, helps clients navigate corporate benefit programs and manage important financial transitions. Holding the Chartered Retirement Planning Counselor designation and CERTIFIED FINANCIAL PLANNER certification, David combines research in behavioral finance with Merrill's Investment Personality Assessment to customize financial approaches. With a focus on understanding clients' aspirations and priorities, David works to help clients pursue their goals while managing investment risk. Whether planning for retirement, education expenses, or wealth transfer, David collaborates with clients to develop strategies designed to address their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, David aims to help clients achieve their financial goals, no matter how their lives and the markets may change over time. By regularly reviewing and adjusting financial approaches, David helps clients stay on track to reach what matters most to them. With a commitment to putting clients first, David offers a dedicated one-on-one relationship to guide clients through the many paths life can take. As a Merrill Lynch Wealth Management Advisor, David works with clients to build customized investment approaches that align with their unique needs and priorities. With a focus on providing personalized investment strategies and comprehensive financial solutions, David Cramer is committed to helping clients live their best financial lives.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Adil A Khan
● ClosedMerrill Lynch Financial Advisor Adil A Khan, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, is a finance institution led by Adil A Khan and his team of investment industry professionals. With 7 years of experience in the financial services industry, Adil A Khan joined Merrill in 2016 and specializes in corporate benefit programs, equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. As a Merrill advisor, Adil A Khan provides personalized wealth plans and access to banking solutions from Bank of America. The institution follows the Merrill tradition of community involvement and offers the Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals. By focusing on the things that matter most to clients, such as family, goals, and priorities, the financial advisors at Merrill Lynch Wealth Management work to create customized investment approaches that reflect each individual's unique needs and financial situation. Adil Khan is registered to do business in multiple states and holds certifications such as Certified Financial Planner™ and Chartered Retirement Planning Counselor™. The institution emphasizes the importance of understanding clients' goals and priorities, offering tailored solutions to help them achieve financial success and stay on track to reach their objectives. With a commitment to providing personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch Financial Advisor Adil A Khan aims to help clients live their best financial lives.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor John W Sullivan
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Rick Baker
● ClosedMerrill Lynch Financial Advisor Rick Baker, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a finance institution that offers personalized investment strategies and comprehensive financial solutions. The team at Baker and Associates is a diverse group of professionals with a global perspective, dedicated to understanding each client's unique financial goals and priorities. With access to the resources of one of the largest global investment firms in the world, they provide tailored investment plans to help clients pursue their financial objectives while managing risk. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades such as the Forbes "Best-in-State Wealth Advisors" award. Through the Merrill Personal Wealth Analysis™ program, clients can receive a personalized financial plan centered on their goals and aspirations. Whether planning for retirement, buying a home, or funding education, the team at Merrill Lynch is committed to helping clients achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Rick Baker offers a one-on-one relationship to guide clients through the complexities of the financial market and life changes.
3455 Peachtree Rd NE Suite 1000, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor J. Carlos Castillo
● ClosedMerrill Lynch Financial Advisor J. Carlos Castillo is a dedicated professional located at 900 Westpark Drive, Peachtree City, Georgia, United States. With over 15 years of experience in the financial services industry, Carlos joined Merrill Lynch Wealth Management in 2016 to help clients achieve their financial goals. By understanding clients' short, medium, and long-term goals, Carlos tailors personalized advice and guidance to exceed expectations. He offers a full spectrum of Investment and Retirement strategies, as well as retail banking products through Bank of America to ensure financial independence for his clients. With Merrill Personal Wealth Analysis™, Carlos can build a personalized plan focused on your goals and aspirations. His team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By listening carefully and understanding your current wealth status and future aspirations, Carlos helps design and implement a plan to manage investment risk and pursue financial goals. He believes in a client-centric approach, focusing on solutions that can turn goals into reality. By working with you to develop a customized financial approach, Carlos aims to help address your financial needs and achieve your goals. Through ongoing conversations and reviews, Carlos ensures that your financial approach reflects changes in your life and helps you stay on track to reach your objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, Carlos offers comprehensive financial strategies tailored to your unique needs. Let's work together to help you achieve your financial goals with Merrill Lynch Financial Advisor J. Carlos Castillo.
900 Westpark Dr Suite 200, Peachtree City, GA 30269, United States -
Merrill Lynch Financial Advisor Kurt W Jones
● ClosedMerrill 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.
3455 Peachtree Rd NE Suite 1000, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Patrick Farren
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Wes McDavid
● ClosedMerrill 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.
3455 Peachtree Rd NE Suite 1000, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Paul W Covington
● ClosedMerrill 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.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States -
Merrill Lynch Financial Advisor Lloyd George Phipps
● ClosedMerrill Lynch Financial Advisor Lloyd George Phipps is a renowned finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With a team of experienced professionals led by Lloyd George Phipps, this institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Lloyd George Phipps is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and experience to navigate the complexities of the financial world and secure your financial future.
3455 Peachtree Rd NE, Atlanta, GA 30326, United States
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