Local volunteer work in Bala Cynwyd, Pennsylvania

Merrill Lynch Financial Advisor Doug Grom, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Doug Grom can assist you in creating a flexible financial strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Doug Grom embodies the Merrill tradition of serving the communities we work in. Through Merrill Personal Wealth Analysis™, Doug Grom can work with you to build a personalized financial plan centered around your goals. By understanding your investment preferences and financial goals, Doug can help you make informed decisions to pursue your aspirations, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations.

Merrill Lynch Financial Advisor Samuel A Morgan is a finance institution located at 2 Bala Plaza, Bala Cynwyd, Pennsylvania, United States. Samuel Morgan focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to Merrill's investment insights and Bank of America's banking solutions, Samuel can help you pursue your financial goals through personalized wealth management strategies. He is dedicated to serving the community and volunteers with local organizations. By utilizing Merrill Personal Wealth Analysis™, Samuel can build a personalized plan centered on your goals and aspirations. He believes in understanding your priorities and designing a plan to help you manage, grow, and preserve your wealth while considering the impact for future generations. Through the Investment Personality Assessment, Samuel can customize a financial approach to help you pursue what matters most to you. He is committed to helping you stay on track with your goals, even as your life and the financial markets evolve over time. By working together, Samuel can help you achieve your financial aspirations and live your best financial life.