TOP 30 Bank of america in Oregon
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Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 390 High Street Northeast in Salem, Oregon is a leading institution in the world of banking and finance. With a strong presence in the United States, this branch offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment opportunities. Their team of experienced professionals are dedicated to helping customers achieve their financial goals and providing top-notch customer service. Whether you're looking to open a new account, apply for a loan, or simply need assistance with your finances, the Bank of America Financial Center in Salem is here to help.
390 High St NE, Salem, OR 97301, United States -
Bank of America (Lobby Service Only)
● ClosedBank of America (Lobby Service Only) at 1841 South Molalla Avenue in Oregon City, Oregon offers a range of financial services to meet your banking needs. Our friendly and knowledgeable staff are available to assist you with account inquiries, deposits, withdrawals, and other transactions. Whether you are a personal or business customer, we are here to help you manage your finances efficiently and securely. Visit us at our convenient location to experience the trusted service and expertise of Bank of America.
1841 S Molalla Ave, Oregon City, OR 97045, United States -
Bank of America (with Drive-thru ATM)
● ClosedBank of America located at 3803 Center Street Northeast in Salem, Oregon is a convenient financial institution offering a range of banking services. With a drive-thru ATM on site, customers can easily access their accounts and complete transactions without leaving their vehicle. Whether you need to deposit a check, withdraw cash, or speak with a banking representative, Bank of America provides a convenient and efficient way to manage your finances. Visit us today to experience top-notch customer service and secure banking options.
3803 Center St NE, Salem, OR 97301, United States -
Economy Inn
● OpenEconomy Inn is a budget-friendly lodging option located at 3971 North Interstate Avenue in Portland, Oregon. This institution offers comfortable and affordable accommodations for travelers looking to explore the beautiful city of Portland. Conveniently situated near major attractions and transportation hubs, Economy Inn provides guests with a convenient base to enjoy all that Portland has to offer. With clean and cozy rooms, friendly staff, and a prime location, Economy Inn is the perfect choice for those seeking a comfortable stay without breaking the bank.
3971 N Interstate Ave, Portland, OR 97227, United States -
Merrill Lynch Financial Advisor Kimberly F. Perreira
● ClosedMerrill Lynch Financial Advisor Kimberly F. Perreira is a finance institution located at 4004 Kruse Way Place, Lake Oswego, Oregon, United States. Managing your wealth with Kimberly begins with a comprehensive understanding of your financial situation and goals. By creating a flexible strategy tailored to your needs and providing access to investment insights from Merrill and banking solutions from Bank of America, Kimberly can help you pursue your financial goals through personalized wealth management strategies. Kimberly follows the Merrill tradition of community involvement and volunteers with local organizations. With the Merrill Personal Wealth Analysis™, Kimberly can build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand your priorities and values, Kimberly can help you make informed investment decisions and trade-offs to reach your meaningful goals.
4004 Kruse Way Pl #100, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Sun Lee
● ClosedMerrill Lynch Financial Advisor Sun Lee is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Sun Lee is a dedicated financial services professional who works with families, individual investors, and business owners to define and achieve their financial goals. Sun collaborates with Merrill Lynch Wealth Management specialists and Bank of America banking specialists to provide services such as retirement planning, education savings, estate planning, insurance, and asset preservation. Each client receives personalized attention to ensure their unique financial circumstances are addressed. Sun Lee is a Certified Financial Planner™ and holds other prestigious designations in the field. She believes in building strong client relationships based on trust and personalized service. By listening to clients' needs and goals, Sun helps them make confident financial decisions. The institution offers personalized financial plans centered on clients' goals and priorities, with a focus on lifelong wealth management. With access to the resources of Merrill Lynch and Bank of America, Sun Lee helps clients address their financial needs and achieve their goals. By staying connected with clients and adapting to changes in their lives and the financial markets, Sun Lee ensures that clients remain on track to reach their objectives. The institution is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With a focus on understanding clients' individual needs, Merrill Lynch Financial Advisor Sun Lee offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Gregory Soergel
● ClosedMerrill Lynch Financial Advisor Gregory Soergel, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers personalized financial strategies to help clients pursue their long-term goals. The institution takes the time to understand the needs and goals of each individual or organization they work with, providing tailored services to guide investment programs and decision-making. Supported by a team of specialists and resources from Bank of America Corporation, Merrill Lynch Financial Advisor Gregory Soergel helps create strong, compliant benefits programs that engage employees and align with budget objectives. As a Retirement Benefits Consultant and Accredited Financial Advisor, the institution adds value to defined contribution plans by offering expertise and personalized service. With a commitment to building strong client relationships based on trust, Merrill Lynch Financial Advisor Gregory Soergel strives to provide comprehensive financial solutions for individuals and organizations alike.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Merrill Lynch Financial Advisor Michael A Hogan
● ClosedMerrill Lynch Financial Advisor Michael A Hogan, located at 1211 Southwest 5th Avenue, Portland, Oregon, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be paired with advisors best suited to their needs. Hogan's mission is to deeply understand each client's financial picture and create a personalized wealth management strategy to help pursue their goals. By focusing on potential solutions and turning goals into reality, Hogan helps clients manage, grow, and preserve their wealth. Through access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a financial approach tailored to their needs. The institution offers an Investment Personality Assessment to help customize the financial approach based on each client's investing preferences. Success is measured by the progress made towards reaching financial goals, with adjustments made as needed. With a focus on bringing fresh perspectives to financial life, Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions. Additionally, Merrill goes beyond the traditional role of an advisor by providing a broad range of brokerage, investment advisory, and other services. Consulting legal and tax advisors before making financial decisions is recommended.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Merrill Lynch Financial Advisor Jeremy G. Breunig
● ClosedMerrill Lynch Financial Advisor Jeremy G. Breunig, located at 4004 Kruse Way Place, Lake Oswego, Oregon, United States, offers personalized wealth management strategies tailored to your specific financial goals. Jeremy Breunig follows the Merrill tradition of community involvement, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your aspirations and focused on achieving what matters most to you. By utilizing the Investment Personality Assessment, Jeremy can better understand your investing preferences and customize a financial approach to align with your goals. With access to Merrill's investment insights and Bank of America's banking solutions, Jeremy works with clients to develop strategies to address their financial needs. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve your goals. Jeremy is registered to do business in multiple states and is committed to providing personalized investment strategies and comprehensive financial solutions to help clients navigate the financial landscape.
4004 Kruse Way Pl #100, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Katherine L. O'Brien
● ClosedMerrill Lynch Financial Advisor Katherine L. O'Brien is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Katherine can help create a flexible strategy tailored to today's changing market conditions. She provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. With Merrill Personal Wealth Analysis™, Katherine can help build and document a personalized plan centered on your goals. Her team is dedicated to building strong client relationships based on trust and personalized service. As a financial advisor at Merrill Lynch Wealth Management, Katherine focuses on your family, goals, and priorities, adapting to changes over time. Her mission is to understand you and your goals, designing a personalized plan to help you pursue financial success while managing investment risk. By focusing on potential solutions, Katherine helps turn your goals into reality. She believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve what's most important. Let's work together to help you achieve your financial goals with a customized investment approach designed for your unique needs. Contact Katherine O'Brien to get the latest investment insights and strategies to live your best financial life.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Gregory M Ilg
● ClosedMerrill Lynch Financial Advisor Gregory M Ilg, located at 800 Willamette Street in Eugene, Oregon, is a finance institution dedicated to managing your wealth with a personalized approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gregory Ilg can help create a flexible strategy tailored to your unique financial goals. By participating in the community and volunteering with local organizations, Gregory Ilg demonstrates a commitment to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Gregory Ilg can help you build a personalized plan centered on your goals and focused on what you want to achieve. By understanding your investment personality and preferences, he can customize a financial approach to help you pursue what matters most to you. With regular check-ins to discuss changes in your life and financial markets, Gregory Ilg aims to help you stay on track to achieve your goals.
800 Willamette St Suite 650, Eugene, OR 97401, United States -
Merrill Lynch Financial Advisor Sally Stender Kesey
● ClosedMerrill Lynch Financial Advisor Sally Stender Kesey is a finance institution located at 800 Willamette Street in Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Sally Stender Kesey focuses on understanding your family, goals, and priorities to help you pursue your financial goals while managing investment risk. The institution believes in creating personalized plans to help you manage, grow, and preserve your wealth today and for the future. Through the Investment Personality Assessment, they aim to understand your investing preferences and create a customized financial approach tailored to your needs. The team at Merrill Lynch Wealth Management is committed to helping you achieve your financial goals by staying on track, regardless of market fluctuations or life changes. By getting to know you personally and understanding what matters most to you, they can offer advice and guidance to help you address challenges and reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Sally Stender Kesey is dedicated to helping you live your best financial life.
800 Willamette St Suite 650, Eugene, OR 97401, United States -
Merrill Lynch Financial Advisor George C Carter
● ClosedMerrill Lynch Financial Advisor George C Carter is a finance institution located at 1255 Lee Street Southeast, Salem, Oregon, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. George Carter can help create a flexible strategy tailored to your specific needs in today's ever-changing market. By offering access to Merrill's investment insights and Bank of America's banking solutions, George can assist you in pursuing your financial goals through personalized wealth management strategies. George Carter follows the Merrill tradition of community involvement, volunteering with local organizations to give back. With Merrill Personal Wealth Analysis™, a personalized plan can be developed based on your goals and aspirations. As your life and goals evolve, George will help you adjust your financial approach to reflect these changes and keep you on track to achieve what matters most to you.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Merrill Lynch Financial Advisor Brandon Perkins
● ClosedMerrill Lynch Financial Advisor Brandon Perkins is located at 1255 Lee Street Southeast, Salem, Oregon, United States. Brandon Perkins is a Senior Vice President and Senior Financial Advisor with the Swancutt, Perkins and Danek Group at Merrill Lynch Wealth Management. He is committed to building and maintaining strong relationships with clients, providing customized advice and guidance to individuals, couples, families, and businesses. Brandon's areas of focus include investment management, retirement planning, education funding, and wealth transfer strategies. He has a background in banking and lending services, as well as experience in working with business owners on retirement planning initiatives. Brandon believes in building long-term relationships with clients, tailored to their evolving life priorities and interests. He is dedicated to helping clients achieve their financial goals through personalized plans centered on their aspirations. With access to the resources of Merrill and Bank of America, Brandon works with clients to develop financial approaches designed to address their needs. Brandon and his team are committed to building strong client relationships based on trust and personalized service. To learn more about the services offered by Merrill Lynch Financial Advisor Brandon Perkins, visit the institution at 1255 Lee Street Southeast, Salem, Oregon, United States.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Merrill Lynch Financial Advisor Kyle Gallagher
● ClosedMerrill Lynch Financial Advisor Kyle Gallagher, located at 1255 Lee Street Southeast, Salem, Oregon, United States, is dedicated to helping you manage your wealth by understanding your complete financial picture. With a focus on your goals, priorities, and family, Kyle Gallagher can create a personalized strategy tailored to today's market conditions. As a part of Merrill Lynch Wealth Management, Kyle provides access to investment insights and banking solutions from Bank of America to help you pursue your financial goals. Kyle Gallagher believes that financial success is achieved through personalized investment decisions that align with your aspirations. By utilizing the Merrill Investment Personality Assessment, Kyle can gain a deeper understanding of your investing preferences and create a customized financial approach. With a focus on building a long-term relationship, Kyle is committed to helping you navigate life changes and market fluctuations to stay on track towards your goals.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in all market conditions. We go beyond traditional wealth planning advice to offer retirement income planning, guidance on stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies that align with their long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by the investing insights of Merrill and the resources of a global financial services firm. Our advisors are committed to helping clients pursue their financial and life goals by understanding their unique needs and collaborating on personalized financial strategies.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Merrill Lynch Financial Advisor Spencer Arn
● ClosedMerrill Lynch Financial Advisor Spencer Arn is a reputable finance institution located at 1211 Southwest 5th Avenue in Portland, Oregon, United States. The team of experienced and talented advisors at Merrill Lynch is dedicated to providing exemplary client service, supported by the global resources of Merrill. They focus on building strong client relationships based on trust and personalized service, tailored to each client's family, goals, and priorities. The advisors at Merrill Lynch work closely with clients to design and implement personalized financial plans to help them pursue their goals while managing investment risk. Through the Merrill Personal Wealth Analysis™ tool, clients can build and document a plan centered on their goals. The advisors at Merrill Lynch understand that both life and financial markets can change over time, and they are committed to helping clients stay on track to achieve what's most important to them. With access to comprehensive financial solutions from Bank of America, Merrill Lynch Wealth Management Advisors can provide personalized investment strategies to address clients' needs and goals. Whether you are looking for investment insights, tips, or strategies, the team at Merrill Lynch is here to help you live your best financial life.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Merrill Lynch Financial Advisor Richard A Barker
● ClosedMerrill Lynch Financial Advisor Richard A Barker, located at 6000 Meadows Road in Lake Oswego, Oregon, is a finance institution dedicated to helping clients make important financial decisions. Richard Barker is committed to building strong relationships with clients, focusing on personalized wealth management strategies tailored to individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can create flexible strategies to navigate changing market conditions. Richard Barker follows the Merrill tradition of community involvement, volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, clients can develop personalized financial plans centered on their goals. The team at Merrill Lynch Wealth Management works closely with clients to identify and define their goals, creating strategies that reflect their investment styles and life plans. By understanding clients' financial personalities and preferences, Merrill can customize approaches to help clients pursue their unique objectives. With a focus on ongoing communication and adjustments, the team at Merrill Lynch aims to help clients stay on track to achieve their financial goals. Richard Barker is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. Clients can expect personalized investment strategies and comprehensive financial solutions from the Merrill team, supported by the resources of Bank of America. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. With a commitment to putting clients first and providing the latest investment insights, Merrill Lynch Financial Advisor Richard A Barker offers a dedicated and personalized approach to financial planning.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Brendan Price
● ClosedMerrill Lynch Financial Advisor Brendan Price, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a Vice President with over 15 years of experience in the financial services industry. Brendan assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. He specializes in helping clients navigate important financial transitions such as retirement, inheritance, or the sale of a business. Brendan also provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. At Merrill Lynch Wealth Management, Brendan focuses on building strong client relationships based on trust and personalized service. He works with a team of talented individuals to develop personalized plans centered on clients' goals and priorities. By listening carefully to clients' needs and aspirations, Brendan helps design and implement financial plans to help them pursue their financial goals while managing investment risk.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Merrill Lynch Financial Advisor David Thomas
● ClosedMerrill Lynch Financial Advisor David Thomas is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. David Thomas joined Merrill Lynch Wealth Management in 2019 and focuses on providing personalized wealth management strategies for his clients. With a strong emphasis on retirement planning, David helps clients develop savings plans, tax-aware distribution strategies, and wealth transfer steps. He offers access to Merrill's investment resources and Bank of America's banking solutions to address all aspects of his clients' financial lives. David is a graduate of the University of Oregon and holds certifications as a Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER. At Merrill Lynch Wealth Management, David's mission is to understand his clients' goals and priorities, and to create personalized plans to help them achieve their financial aspirations. By utilizing the Investment Personality Assessment, David can customize financial approaches based on his clients' investing preferences and life changes. With a focus on building long-term relationships, David regularly reviews and adjusts financial approaches to keep his clients on track towards their goals.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Samuel L Stender
● ClosedMerrill Lynch Financial Advisor Samuel L Stender is a finance institution located at 800 Willamette Street, Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Registered Senior Wealth Management Client Associate focuses on understanding the client's family, goals, and priorities to create a personalized financial plan. The institution offers various services such as investment insights, banking solutions, and personalized financial approaches to help clients pursue their financial goals. The advisors at Merrill Lynch Wealth Management are committed to helping clients achieve their goals by getting to know them personally and creating a customized investment approach. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and clients should consult their legal and tax advisors before making any financial decisions.
800 Willamette St Suite 650, Eugene, OR 97401, United States -
Merrill Lynch Financial Advisor Bill Swancutt
● ClosedMerrill Lynch Financial Advisor Bill Swancutt, located at 1255 Lee Street Southeast in Salem, Oregon, is a trusted finance institution dedicated to providing clients with top-tier wealth and investment management services. The Swancutt, Perkins, and Danek Group offers a refined planning process and disciplined approach to address a wide range of financial needs, from retirement planning to wealth transfer. Recognized as one of the Forbes "Best-In-State Wealth Management Teams" in 2024 and 2023, our team collaborates effectively with clients' attorneys, CPAs, and specialists within Merrill Lynch Wealth Management and Bank of America. We pride ourselves on building strong relationships with our clients, visiting them whenever possible to anticipate their evolving needs and priorities. Our high-energy team, led by Kristen Pardun and Erin Budke, is committed to providing clients with ease, convenience, and long-term well-being. With a focus on preserving client wealth and building confidence through disciplined investing, we customize client portfolios across asset classes and industries. Our wealth management approach is rooted in open dialogue, robust communication, and a clear path toward the future that clients envision for themselves and their loved ones. We are honored to guide clients through critical financial crossroads with attentiveness, reliability, and empathy. At Merrill Lynch Financial Advisor Bill Swancutt, we prioritize integrity and care in serving our clients, honoring the trust they have placed in us.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Merrill Lynch Financial Advisor Anthony Vredenburg
● ClosedMerrill Lynch Financial Advisor Anthony Vredenburg is a finance institution located at 1255 Lee Street Southeast, Salem, Oregon, United States. They specialize in managing wealth by creating personalized strategies based on each client's unique financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer personalized wealth management strategies to help clients pursue their financial goals. By conducting a Merrill Personal Wealth Analysis™, they can build a comprehensive plan centered on the client's aspirations and priorities. Their team of advisors focuses on understanding each client's family, goals, and priorities, adapting their approach as life changes. They use the Investment Personality Assessment to tailor their financial strategies to align with the client's preferences and goals. With a commitment to ongoing communication and review, they help clients stay on track to achieve their financial objectives. Anthony Vredenburg is registered to do business in multiple states and holds certifications from the CFP Board and The American College of Financial Services. They offer a range of services including investment advisory, financial planning, and more. Clients can expect personalized investment strategies and comprehensive financial solutions from Merrill Lynch Wealth Management Advisors.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Merrill Lynch Financial Advisor Kyle Matthew Roaf
● ClosedMerrill Lynch Financial Advisor Kyle Matthew Roaf, located at 6000 Meadows Road, Lake Oswego, Oregon, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Kyle can help you pursue your financial goals through wealth management strategies. As a Merrill advisor, Kyle is dedicated to understanding your priorities and aspirations, providing guidance on investment decisions, retirement planning, education savings, and more. By creating a personalized plan centered on your goals, Kyle aims to help you manage, grow, and preserve your wealth for the future. With a focus on building a strong relationship with each client, Kyle is committed to helping you achieve your financial objectives and navigate changes in the market and in your life. Contact Kyle Roaf today to start working towards your financial goals.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Merrill Lynch Financial Advisor Dustin R Tanquary
● ClosedMerrill Lynch Financial Advisor Dustin R Tanquary is a trusted finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. The Barsotti Tanquary Group, of which Dustin R Tanquary is a part, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They are dedicated to being your primary source for financial advice and guidance, ensuring that you value the dedication and diligence offered at each step of the financial planning process. The team at Merrill Lynch Financial Advisor Dustin R Tanquary shares a common goal: to help you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. They prioritize your personal perspective and priorities, aiming to bring simplicity and transparency to the complexities of finance. Their goal is to make planning for the future an exciting journey that helps you reach your financial goals.
6000 Meadows Rd, Lake Oswego, OR 97035, United States -
Us Trust
● OpenUS Trust is a financial institution located at 4380 South Macadam Avenue in Portland, Oregon, United States. As an ATM, bank, and finance institution, we offer a wide range of services to help you achieve your financial goals. From sophisticated business and wealth strategies to philanthropic initiatives, we are here to help transform your world. Our team of professionals provides world-class expertise and personalized plans tailored to your needs. Backed by Bank of America Private Bank, one of the world's most powerful financial institutions, we offer resources and digital access from banking to CIO insights. Whether you are looking to share your wealth with future generations, protect your legacy, or navigate the art world, our customized solutions can help you prepare for what's next.
4380 S Macadam Ave, Portland, OR 97239, United States -
Merrill Lynch Private Wealth Advisor Kevin Robertson
● ClosedMerrill Lynch Private Wealth Advisor Kevin Robertson, located at 1211 Southwest 5th Avenue in Portland, Oregon, is a renowned finance institution offering industry-leading research and expert analysis to help clients stay ahead in their financial endeavors. The institution, known as Robertson Terrill Gypmantasiri Gunnari & Associates, is a multi-generational team of professionals dedicated to providing seasoned advice and insight to clients during major financial and life transitions. As part of Merrill Private Wealth Management, the advisors at this institution are rigorously trained to meet specialized needs with personalized service based on trust. The team has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Clients have access to services and resources typically reserved for large institutions, and the advisors work with individuals, families, business owners, and executives using a goals-based wealth management approach.
1211 SW 5th Ave #2400, Portland, OR 97204, United States -
Merrill Lynch Wealth Management Advisor Irina Pack, CFA, CFP(R)
● OpenMerrill Lynch Wealth Management Advisor Irina Pack, CFA, CFP(R) is a finance institution located at 800 Willamette Street, Eugene, Oregon, United States. With over 15 years of experience in finance, Irina is dedicated to helping clients understand their investments and simplify their financial lives. She offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Irina's mission is to understand each client's unique goals and aspirations, designing personalized plans to help them pursue financial success while managing investment risk. By listening carefully and asking thoughtful questions, Irina aims to turn client's goals into reality. She believes in creating an approach that aligns with the client's aspirations, whether it's planning for retirement, funding a child's education, or preparing for the future. With a focus on investment insights and banking solutions, Irina works with clients to develop strategies tailored to their financial needs. The institution offers tools to help clients track changes in their lives and adjust their financial approach accordingly. By providing access to the investing insights of Merrill and banking capabilities of Bank of America, Irina helps clients make informed decisions as they pursue their goals. The institution goes beyond the traditional role of an advisor, offering research, resources, and personalized financial guidance to help clients achieve their financial objectives.
800 Willamette St Suite 650, Eugene, OR 97401, United States
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