Merrill Lynch Financial Advisor Patricia Anne Philmon
2020 Country Club Road, Lake Charles, LA 70605
Location & Phone number
2020 Country Club Rd, Lake Charles, LA 70605, United States
About the Business
Merrill Lynch Financial Advisor Patricia Anne Philmon is a finance institution located at 2020 Country Club Road, Lake Charles, Louisiana, United States. Patricia Philmon specializes in managing wealth by creating personalized strategies tailored to each client's unique financial situation. With access to the investment insights of Merrill and the banking solutions of Bank of America, Patricia and her team of experienced individuals are dedicated to building strong client relationships based on trust and personalized service.
At Merrill Lynch Wealth Management, Patricia focuses on helping clients achieve their financial goals by understanding their priorities and aspirations. Through in-depth conversations, she helps clients identify and prioritize their goals, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment and ongoing discussions about life changes, Patricia designs and implements personalized plans to help clients pursue their goals while managing investment risk.
As a Chartered Retirement Planning Counselor™, Patricia is equipped to address the complexities of her clients' financial lives and provide customized investment approaches to help them reach their goals. She believes in staying connected with clients to review progress, make adjustments as needed, and ensure they stay on track regardless of market fluctuations.
With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Patricia Anne Philmon is committed to helping clients achieve their financial aspirations and live their best financial life.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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