Asset management for high net worth in Evansville, Indiana

Merrill Lynch Wealth Management, located at 7300 Eagle Crest Boulevard in Evansville, Indiana, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch is equipped to help clients navigate through both rising and turbulent markets, addressing their financial challenges and opportunities. Beyond wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch work closely with clients to understand their personal and professional goals, crafting financial strategies tailored to meet their long-term objectives. The branch also actively contributes to the communities it serves through volunteerism and charitable outreach. Clients benefit from the expertise of industry-skilled advisors supported by Merrill's investing insights and wealth planning platform, all aimed at helping them pursue their financial and life goals.

Donaldson Capital Management is a leading finance institution located at 20 Northwest 1st Street in Evansville, Indiana, United States. With a strong reputation for providing expert financial advice and investment management services, Donaldson Capital Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of service and satisfaction. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Donaldson Capital Management is committed to helping you succeed financially.

Jade Investments & Retirement Solutions is a reputable finance institution located at 600 North Weinbach Avenue in Evansville, Indiana, United States. Specializing in investment and retirement planning, our experienced team is dedicated to helping individuals achieve their financial goals and secure their future. With personalized solutions and expert guidance, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about how Jade Investments & Retirement Solutions can help you plan for a successful financial future.

Scott Scales, a Financial Advisor at Ameriprise Financial Services, LLC in Evansville, Indiana, offers a range of specialized certifications to provide expert financial advice tailored to individual needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and more, Scott Scales is equipped to address asset management, retirement planning, estate planning, investment strategies, and insurance products. As a Chartered Financial Analyst® and Certified Financial Planner™, Scott Scales upholds the highest standards of excellence in personal financial planning. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Scott Scales is dedicated to helping you achieve your financial goals.

Fifth Third Private Bank - Tanya Fritts is a prestigious financial institution located at 20 Northwest 3rd Street in Evansville, Indiana, United States. As a private bank, they offer personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank - Tanya Fritts provides expert advice and guidance to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and building long-lasting relationships with their clients. Visit their office in Evansville to learn more about how they can help you secure your financial future.

Greg M Charnes II is a Financial Advisor at Ameriprise Financial Services, LLC located at 4824 Lincoln Avenue, Evansville, Indiana, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Greg specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest standards of ethics and professionalism in the field of finance. Contact Greg M Charnes II for expert advice on asset management, retirement planning, estate planning, investment strategies, and more.

Fifth Third Private Bank - Joanne Durchholz is a prestigious financial institution located at 20 Northwest 3rd Street in Evansville, Indiana, United States. With a focus on providing personalized financial services to high-net-worth individuals, the institution offers a wide range of wealth management solutions tailored to meet the unique needs of each client. Led by experienced financial advisor Joanne Durchholz, clients can expect expert guidance and strategic planning to help them achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fifth Third Private Bank - Joanne Durchholz is dedicated to helping you secure a prosperous financial future.

Fifth Third Private Bank - Derek Bitter is a prestigious financial institution located at 20 Northwest 3rd Street in Evansville, Indiana, United States. Specializing in private banking services, clients can expect personalized financial solutions tailored to their individual needs and goals. With a focus on building long-term relationships, Derek Bitter and his team provide expert guidance and support to help clients achieve their financial objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Private Bank is dedicated to helping you achieve financial success.

S.W.A.N. Virtual Family Office (VFO) is a leading finance and insurance agency located at 123 Northwest 4th Street in Evansville, Indiana, United States. Our institution specializes in providing comprehensive financial planning and insurance solutions for families. With a focus on personalized service and innovative technology, we strive to help our clients achieve their financial goals and protect their assets. Contact us today to learn more about how S.W.A.N. VFO can support your family's financial future.

Merrill Lynch Financial Advisor Craig Michael McNett is a finance institution located at 7300 Eagle Crest Boulevard in Evansville, Indiana, United States. Craig utilizes his 37 years of experience at Merrill to provide personalized financial strategies for high net worth individuals and their families. He works with a team of specialists to develop wealth management plans tailored to each client's needs. Craig's extensive industry relationships and expertise enable him to offer trusted advice to his clients. As a Merrill advisor, Craig assists busy professionals, business owners, medical professionals, savers, and other high net worth individuals in preparing for their financial futures. He helps clients transition from wealth accumulation to distribution phases, especially during one-time liquidity events such as business sales, inheritances, and retirement transitions. Craig coordinates discussions with clients' accountants, attorneys, and insurance professionals to ensure a comprehensive financial plan.

Welcome to Brandon Hayes - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in comprehensive financial planning and wealth management. Conveniently located at 808 West National Highway, Washington, Indiana, we are dedicated to helping you achieve your financial goals through personalized advice and expert guidance. At Brandon Hayes, we believe in a holistic approach to financial planning, offering a wide range of services tailored to meet the unique needs of each client. Our team is equipped with a diverse array of certifications and designations, ensuring that you receive the highest standard of financial advice. Our expertise spans across asset management, estate planning, retirement planning, investment strategies, and more. Whether you're planning for retirement, managing wealth transfers, or exploring investment opportunities, we have the knowledge and experience to guide you every step of the way.