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TOP 30 Retirement community georgia in Atlanta, GA
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Cetera Investors
Cetera Investors is a finance institution located at 2300 Windy Ridge Parkway Southeast in Atlanta, Georgia, United States. With 43 fully staffed branch offices, Cetera Investors offers financial advisors the opportunity to have a strong local presence while maintaining ownership of their book and independence. The institution provides resources and best practices to help advisors identify areas with growth potential and attract new clients. They offer support in planning succession, marketing, advertising, and staying connected with clients. Cetera Investors also provides access to qualified client leads, asset allocation guidance, and ready-made portfolios.
Carson Wealth
Carson Wealth, located at 12640 Crabapple Road in Milton, Georgia, is a finance institution dedicated to helping clients in Milton, North Atlanta, and surrounding communities achieve financial peace of mind. With a focus on connecting money with life, Carson Wealth offers personalized financial strategies to help clients reach their life goals and define their purpose during retirement. Services include estate planning, tax planning, and investment advisory services to protect and grow clients' finances over the long term. Securities are offered through Cetera Advisor Networks LLC, while investment advisory services are provided by CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. The institution has received prestigious awards, including Forbes Best-in-State Wealth Advisor for Paul West and recognition from InvestmentNews and Barron's Magazine for industry innovation and excellence.
Karen Lee and Associates, LLC
Karen Lee and Associates, LLC is a family-owned, multigenerational financial planning firm located in Atlanta, Georgia. Our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to helping you plan for the life you wish to lead. We understand the importance of making sound financial decisions for yourself and your family, and we are here to guide you through the ever-changing world of personal finance. With a focus on understanding, education, support, and empowerment, we work with you to design a custom financial plan that aligns with your goals and aims to fulfill the needs of your family for generations to come. Our founder, Karen Lee, has over three decades of experience in the financial services industry and is committed to helping individuals, families, and small businesses pursue their dreams.
Merrill Lynch Financial Advisor Elvyn M Sanchez
Merrill 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.
Merrill Lynch Financial Advisor Joshua P Pham
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 Matthew H Townsend
Merrill 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.
Merrill Lynch Financial Advisor David F Mack
Merrill 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.
Merrill Lynch Financial Advisor Matthew Hartnett
Merrill 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.
Merrill Lynch Financial Advisor Dillon Hess
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 Kevin R Barnes
Merrill 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.
Merrill Lynch Financial Advisor Alex Freeland
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 Brittany Lauren Hartnett
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 Adil A Khan
Merrill 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.
Merrill Lynch Financial Advisor Christian P Raynor
Merrill Lynch Financial Advisor Christian P Raynor is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Christian can help create a flexible strategy tailored to today's market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can assist you in pursuing your financial goals through personalized wealth management strategies. Christian believes in actively participating in the community and volunteers with local organizations. The Merrill Personal Wealth Analysis™ helps in building a personalized plan centered around your goals. As a Merrill Lynch Wealth Management advisor, Christian focuses on your family, goals, and priorities, adapting to your changing needs over time. Through conversations, he helps identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, Christian gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. With a commitment to understanding what matters most to you, Christian designs and implements a personalized plan to help you pursue your financial goals while managing investment risk. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's most important to you. Christian is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Christian Raynor and Merrill Lynch are dedicated to helping you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor Paul W Covington
Merrill Lynch Financial Advisor Paul W. Covington is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Paul W. Covington, CRPC, has been in the financial services industry since 2012 and serves as a Senior Financial Advisor, helping clients manage their wealth to meet their individual needs. He takes a comprehensive approach to wealth management, starting with understanding each client's goals and needs. Paul specializes in assisting clients with concentrated stock positions, retirement planning, inheritance, and other important financial transitions. He also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. Paul values community involvement and volunteers with organizations in the community. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals. The institution focuses on building relationships based on understanding clients' changing priorities and goals over time. By listening to clients and asking thoughtful questions, Paul helps design and implement personalized plans to help clients pursue their financial goals while managing investment risk. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Paul Covington is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ (CRPC™) certification. Investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Paul W. Covington is dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches to meet their needs and goals.
Merrill Lynch Financial Advisor Scott Martin
ynch Financial Advisor Scott Martin is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. Scott Martin specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott can help you navigate the changing market conditions and pursue your financial objectives. Scott Martin follows the Merrill tradition of community involvement, dedicating time to volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Scott can develop a comprehensive plan centered on your goals and aspirations. By engaging in conversations with you, Scott aims to understand what matters most to you and your family, whether it's planning for retirement, purchasing a home, or funding education.
SouthPark Capital
SouthPark Capital is a finance institution located at 11675 Great Oaks Way in Alpharetta, Georgia, United States. Year after year, we prioritize building strong relationships with our clients, whom we consider family. As independent financial advisors, we work closely with our clients to enhance their financial security and prosperity. Through our Tax Mitigation platform and Wealth Management model, we develop personalized plans to help clients generate and retain wealth. Our focus is on providing individualized financial solutions and our integrity is deeply rooted in our community. We believe that retirement should be worry-free, allowing you to spend time with loved ones and pursue your passions. Our goal is to help our clients flourish and succeed financially. We offer unique tax optimization opportunities to lower overall tax burdens and provide ongoing education to help clients make informed decisions about their investments and retirement strategies. Contact us at our Charlotte or Atlanta locations to learn more about how we can assist you in building a fully integrated retirement plan. Securities offered through Arkadios Capital, member FINRA/SIPC, and advisory services are provided through Arkadios Wealth. SouthPark Capital and Arkadios are not affiliated through any ownership.
Merrill Lynch Financial Advisor Taylor Holley
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 Michael R Massi
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.
Merrill Lynch Financial Advisor Faizan H Moosa
Merrill Lynch Financial Advisor Faizan H Moosa is a finance institution located at 300 Galleria Parkway Southeast, Atlanta, Georgia, United States. With a focus on managing your wealth and understanding your financial goals, Faizan Moosa can create a personalized strategy tailored to your needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Faizan Moosa aims to help you pursue your financial goals through personalized wealth management strategies. Faizan Moosa follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management will focus on what matters most to you, whether it's family, goals, or priorities, adapting as they change over time.
Carson Wealth
Carson Wealth, located at 211 Perimeter Center Parkway Northeast in Atlanta, Georgia, is a finance institution dedicated to helping clients focus on the most important aspects of their lives both now and in the future. Since 2000, our financial advisors have been providing personalized wealth management services to help clients define their freedom and design a path to achieve their goals. Our team in Atlanta takes a holistic approach to wealth management, offering comprehensive strategies for wealth, estate, tax, charitable gifting, and investment planning. We are committed to bringing personal fulfillment and a lasting legacy to our clients, while also actively participating in the local community through events and fundraisers.
Merrill Lynch Wealth Management
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 Matthew Lee Williams
Merrill Lynch Financial Advisor Matthew Lee Williams is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Matthew and his team of investment industry professionals offer a full range of wealth management services to corporate executives and their families. With 17 years of experience in the financial services industry, Matthew specializes in corporate benefit programs and can help integrate these benefits into a long-term financial approach. He holds a Bachelor's and Master's Degree in Finance from Georgia Southern University and is actively involved in supporting organizations such as Children's Healthcare of Atlanta and St. Francis Table in the community. Matthew believes in building personalized financial plans centered around your goals and priorities, adapting to changes in your life and financial markets. As a Chartered Retirement Planning Counselor™, he is dedicated to helping you pursue your financial goals while managing investment risk. Get personalized investment strategies and comprehensive financial solutions tailored to your unique needs with Merrill Lynch Wealth Management Advisors.
Merrill Lynch Financial Advisor Robert E. Heightchew III
Merrill Lynch Financial Advisor Robert E. Heightchew III is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Bob has been in the financial services industry since 2016, bringing a unique background in strategic and operational planning from his time as an Infantry Officer in the military. He holds the CERTIFIED FINANCIAL PLANNER certification and is a graduate of the United States Military Academy at West Point. Bob focuses on helping families design and implement successful strategies to achieve their financial objectives. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, with a team of talented individuals committed to building strong client relationships based on trust and personalized service. Bob believes in understanding each client's individual goals and priorities to create a personalized financial plan that helps manage investment risk and achieve long-term success. The institution follows the Merrill tradition of community involvement and offers comprehensive financial solutions through the global resources of Merrill and Bank of America. Bob works with clients to address their financial needs, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. The institution also provides investment insights, tools to track financial changes, and regular reviews to help clients stay on track towards their goals. Bob's approach is built around understanding each client's personality and priorities, offering advice tailored to their unique situation. As a Merrill Lynch Wealth Management Advisor, Bob helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution is registered to do business in several states and holds certifications such as CFP® and CRPC™. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions.
Merrill Lynch Financial Advisor Joshua Walzer
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
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 Alexx Kenyatta Franklin
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.
Merrill Lynch Financial Advisor Mark A Howard
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 David C Timms
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 Grant Ansley
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.
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