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TOP 30 Aspire customer insights in Hendersonville, NC
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Merrill Lynch Financial Advisor Robert A Macdonald
Merrill Lynch Financial Advisor Robert A Macdonald is a finance institution located at 707 North Main Street, Hendersonville, North Carolina, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Robert A Macdonald can help create a flexible strategy tailored to today's changing market conditions, providing access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Robert A Macdonald is dedicated to helping you pursue your goals through personalized wealth management strategies. With a focus on community involvement, Robert A Macdonald volunteers with organizations in the local community. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As a Merrill Lynch Wealth Management advisor, Robert A Macdonald prioritizes what you care about most - family, goals, and priorities - adapting to changes over time. By starting with a conversation, Robert A Macdonald helps identify and prioritize your goals, whether it's planning for retirement, saving for a home, funding education, or passing on wealth to future generations. By understanding your investing preferences through the Investment Personality Assessment, Robert A Macdonald can customize a financial approach to help you pursue what matters most to you. Regular check-ins and updates to your financial approach ensure it reflects your changing life and goals. Robert A Macdonald believes in a financial approach that helps you reach your goals, focusing on personalized solutions to turn aspirations into reality. With a commitment to understanding you and what matters most, Robert A Macdonald can design and implement a plan to help you pursue financial goals while managing investment risk. Regular reviews and adjustments are made to keep you on track towards achieving what's important to you. Get the latest investment insights and strategies to help you live your best financial life with Merrill Lynch Wealth Management Advisors. Robert Macdonald is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board). Remember that investing involves risk and it's important to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. Let Robert A Macdonald help you achieve your financial goals with personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Financial Advisor Keith Holloway
Merrill Lynch Financial Advisor Keith Holloway is a finance institution located at 707 North Main Street, Hendersonville, North Carolina, United States. Keith Holloway has been in the financial services industry since 2011 and joined Merrill in 2020. His focus is on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Keith is a graduate of Appalachian State University with a bachelor's degree in Psychology and lives in Hendersonville with his wife, Lara, and their three children. They are active in the community, supporting education. At Merrill Lynch Wealth Management, Keith Holloway offers personalized investment strategies and access to comprehensive financial solutions from Bank of America. He believes in putting clients first and focuses on understanding their goals and priorities to create a customized approach that reflects their unique needs and financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, Keith works with clients to develop an approach designed to address their financial needs.
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