TOP 30 Business owner retirement in Midland, Texas

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Merrill Lynch Financial Advisor Carolina Marquez is a finance institution located at 300 North Marienfeld Street, Midland, Texas, United States. Carolina Marquez has over ten years of experience in financial services and specializes in addressing wealth management needs for a wide range of clients, including business owners, educators, and individuals in the oil and gas industry. She is bilingual in English and Spanish, providing strategic guidance to the Hispanic community on wealth structuring, investment management, and trust and estate planning services. Carolina is dedicated to providing exemplary service and believes in open communication with clients to simplify the complexities of wealth management. She offers retirement planning tools and personalized plans to help clients achieve their financial goals. Carolina earned her bachelor's degree in Business from the University of Texas of the Permian Basin and is actively involved in serving her community. As a Merrill Lynch Wealth Management Advisor, Carolina focuses on understanding her clients' goals and priorities to develop personalized investment strategies. She is registered to do business in CA, MN, NM, TX, and WI.

Merrill Lynch Wealth Management, located at 300 North Marienfeld Street in Midland, Texas, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies tailored to meet each client's unique goals and objectives. In addition to traditional investment services, they also offer retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to create financial strategies designed to meet their long-term objectives. The branch is also actively involved in charitable outreach, supporting the communities in which they live and work. With a focus on client relationships and personalized financial approaches, Merrill Lynch Wealth Management strives to help clients achieve their financial and life goals.

Edward Jones - Financial Advisor: David Marston is a reputable financial institution located at 4305 North Garfield Street in Midland, Texas, United States. With a focus on personalized financial planning and investment strategies, David Marston and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: David Marston is committed to providing expert advice and guidance every step of the way. Visit their office today to start building a secure financial future.