The Best Bank of america merrill lynch investment team in Merrillville, Indiana
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Merrill Lynch Financial Advisor Paul A Shook
Merrill Lynch Financial Advisor Paul A Shook is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. They offer personalized financial strategies designed to help clients pursue their long-term goals. Whether it's wealth transfer, customized financial approaches, or advice on staying informed, the institution works closely with clients to develop a plan tailored to their unique needs. The team at Merrill Lynch believes in understanding each client's goals, priorities, and investing preferences through in-depth conversations and assessments. With access to the global resources of Merrill and banking solutions from Bank of America, they aim to help clients manage, grow, and preserve their wealth while considering the impact for years to come. The institution offers personalized investment strategies, financial solutions, and ongoing support to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Alexander A Koleff
Merrill Lynch Financial Advisor Alexander A Koleff is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The Wealth Management Client Associate - Resident Director Assistant focuses on understanding your family, goals, and priorities to create a customized financial approach. The institution believes in helping you make investment decisions that align with your personal 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 tailor the financial approach accordingly. With access to Merrill's investment insights and banking solutions from Bank of America, the institution helps you manage, grow, and preserve your wealth. The personalized approach is designed to address your financial needs and help you achieve your goals. By regularly reviewing your financial approach and adjusting it to reflect changes in your life, the institution aims to keep you on track towards your goals. The dedicated advisors at Merrill Lynch Wealth Management are committed to helping you navigate the complexities of your financial life and create a customized investment strategy to pursue your goals. With a focus on personalized investment strategies and comprehensive financial solutions, the institution puts your needs first and aims to help you achieve your financial goals.
Merrill Lynch Financial Advisor Ronda L Scanlon
Merrill Lynch Financial Advisor Ronda L Scanlon is located at 707 East 80th Place in Merrillville, Indiana, United States. This finance institution prides itself on providing exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. With a deep understanding of your financial picture, Ronda can help create a flexible strategy tailored to your goals and the changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Ronda focuses on building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Ronda can develop a personalized plan to help you pursue your financial goals. With access to the resources of Merrill and Bank of America, Ronda can provide investment insights and banking solutions to address your financial needs. Whether you're planning for retirement, saving for a home, or funding education, Ronda is dedicated to helping you achieve your goals through a customized financial approach. By staying informed and regularly reviewing your financial approach, Ronda aims to help you stay on track and adapt to changes in your life and the market. Get personalized investment strategies and comprehensive financial solutions by working with a dedicated Merrill advisor like Ronda Scanlon.
Merrill Lynch Financial Advisor Grant J Gingerich
Merrill Lynch Financial Advisor Grant J Gingerich is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. They offer personalized financial strategies tailored to help you achieve your long-term goals, whether it's wealth transfer, pursuing your passions, or planning for the future. The institution starts by listening to your needs and priorities, using tools like the Investment Personality Assessment to understand your investing preferences. With access to the resources of Merrill and Bank of America, they develop a customized approach to address your financial needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer ongoing support to help you stay on track and adjust your financial approach as needed. With a focus on helping you achieve your goals, Merrill Lynch Financial Advisor Grant J Gingerich is committed to providing tailored investment strategies and comprehensive financial solutions to help you live your best financial life.
Merrill Lynch Financial Advisor Corey Glenn Hecht
Merrill Lynch Financial Advisor Corey Glenn Hecht is located at 707 East 80th Place, Merrillville, Indiana, United States. Corey Hecht holds the CERTIFIED FINANCIAL PLANNER™ designation and is dedicated to providing excellent service to clients. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, tailored to individual goals and priorities. With the support of Merrill's global resources, Corey's team is committed to building strong client relationships based on trust and personalized service. By understanding each client's unique situation and priorities, Corey helps to design and implement a personalized plan to help clients pursue their financial goals while managing investment risk. The institution focuses on helping clients navigate the financial and economic landscapes, offering access to comprehensive financial solutions through Bank of America. Corey Hecht is registered to do business in multiple states and is committed to helping clients live their best financial lives.
Merrill Lynch Financial Advisor John J Breckenridge
Merrill Lynch Financial Advisor John J Breckenridge is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Whether you're planning for retirement, saving for a home, or funding a child's education, we will work with you to create a plan that reflects your unique needs and priorities. We believe in the power of understanding our clients personally, and we are dedicated to helping you achieve your financial goals. Our team has access to the investment insights of Merrill and banking solutions from Bank of America, allowing us to develop an approach that addresses your financial needs. Let us guide you towards financial success and help you navigate the complexities of your financial life.
Merrill Lynch Financial Advisor Derek S Braggs
Merrill Lynch Financial Advisor Derek S Braggs is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The financial advisors focus on understanding your family, goals, and priorities, adapting as they change over time. By listening to your needs and aspirations, they design and implement personalized plans to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a financial approach tailored to your needs. The institution believes in the importance of having conversations with clients, identifying and prioritizing goals that matter most. Through tools like the Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. Regular check-ins and updates ensure that your financial approach reflects changes in your life and goals. The institution offers a range of services, from retirement planning to funding education, all centered around your unique needs and priorities. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Derek S Braggs is committed to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Jorge Dominguez
Merrill Lynch Financial Advisor Jorge Dominguez is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Jorge Dominguez, a Financial Advisor with over 15 years of experience, can assist you in building a personalized wealth management strategy to address your individual needs. He focuses on delivering a comprehensive approach to managing wealth, starting by listening and helping you make informed decisions as you develop your strategy. Jorge Dominguez follows the Merrill tradition of community service and volunteers with local organizations. He offers Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Supported by the global resources of Merrill, Jorge's team is dedicated to building strong client relationships based on trust and personalized service.
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