Merrill lynch asset management specialist in Easton, Maryland

Merrill Lynch Financial Advisor Garrett A Thrift, located at 114 Bay Street in Easton, Maryland, United States, is a finance institution that prioritizes building strong relationships with clients through personalized service. They believe in starting every relationship with a conversation to understand your goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, they tailor a financial approach to help you pursue what matters most to you. Their team of experienced professionals works with you to develop a comprehensive financial plan that takes into account all aspects of your financial life, including investments, real estate, and family businesses. They provide access to investment insights from Merrill and banking solutions from Bank of America to address your financial needs.

Merrill Lynch Financial Advisor Bradley A. Miller, located at 114 Bay Street, Easton, Maryland, United States, is part of Pritchett, Knapp, Miller & Associates. They believe in building relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their goal is to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. They start every relationship with a conversation to identify and prioritize your goals. Whether it's wealth transfer, customized financial approaches, or providing advice to help you stay informed, they listen to learn more about you and your family. By using the Investment Personality Assessment, they gain a deeper understanding of how you think and feel about investing to customize a financial approach that aligns with your goals.