TOP 30 Bank of america bank locations in Virginia

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Merrill Lynch Financial Advisor Joshua Richardson is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. They specialize in managing wealth by creating personalized strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, they aim to help clients pursue their financial aspirations. By participating in the community and volunteering with local organizations, they demonstrate a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, they can develop a plan centered on the client's goals and priorities. Their approach involves understanding the client's investment personality and preferences to customize a financial strategy that aligns with their values. They believe in ongoing communication and adjustments to the financial approach as life circumstances change. With a focus on personalized service and a deep understanding of each client's unique situation, Merrill Lynch Financial Advisor Joshua Richardson aims to help individuals and families achieve their financial goals.

Merrill Lynch Financial Advisor Greg Hassett, located at 1900 Duke Street in Alexandria, Virginia, offers personalized financial planning services through the Burke, Hassett & Zimmerman Group team. With access to global investing capabilities and banking solutions from Merrill and Bank of America, the team helps clients identify and prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. By developing a personalized financial strategy aligned with client goals, the team aims to help manage, grow, and preserve wealth for the long term. With a focus on client relationships built on trust and personalized service, the team, led by experienced advisor Patrick, works to provide tailored wealth management services for high-net-worth individuals, families, and non-profit organizations. Through the Merrill Personal Wealth Analysis™ and ongoing reviews, the team helps clients adapt their financial approach to changes in life and the markets, ensuring they stay on track to achieve their goals. As accredited advisors, the team is committed to providing comprehensive financial solutions and investment strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Elizabeth M Shepard is a renowned institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution focuses on understanding the life priorities of their clients to create personalized plans tailored to their individual needs, goals, and aspirations. The Shepard/Straub Group has been serving clients since 1980, offering wealth management services to accomplished entrepreneurs and professionals. With a team that values integrity, loyalty, respect, commitment, and teamwork, they aim to simplify the complex financial lives of their clients. The institution takes a long-term approach to investing, utilizing a systematic investment process that emphasizes quality investments, risk management, and diversification through asset allocation. They believe in providing outstanding client service and strive to be the first point of contact for all wealth management needs. Merrill Lynch Financial Advisor Elizabeth M Shepard offers a range of resources and tools to help clients track changes in their financial approach and stay on track to achieve their goals.

Merrill Lynch Financial Advisor Gabriella Barbuto is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Managing your wealth begins with a comprehensive understanding of your financial picture, and Gabriella can help create a flexible strategy tailored to your specific goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial objectives. The institution focuses on family, goals, and priorities, adapting to any changes over time. Through a personalized approach and ongoing conversations, the team aims to provide advice and guidance to help you achieve your financial goals. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of your investing preferences and customize a financial plan to align with your priorities. With regular check-ins and adjustments, the team is committed to helping you stay on track and adapt to changes in the market and in your life. Let Merrill Lynch Financial Advisor Gabriella Barbuto assist you in reaching your financial goals through a personalized and comprehensive investment approach.

Merrill Lynch Financial Advisor Elijah D Smith is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Accessible, knowledgeable, and experienced, Elijah is committed to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and offers a disciplined process for managing wealth. Elijah provides tailored strategies based on each client's needs and goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Elijah also participates in community service activities and volunteering.

Merrill Lynch Financial Advisor William Wilson is a leading finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our team of talented and experienced individuals is dedicated to helping individuals, families, and organizations achieve their most critical financial goals and objectives. As Purpose Driven advisors, we believe in using every dollar earned, spent, invested, or gifted to make a positive impact within your family, organization, community, and the world at large. We work closely with our clients to understand their values, guiding principles, and priorities in order to build a customized financial strategy tailored to their unique needs. Our services include personalized investment strategies, financial planning, and access to comprehensive financial solutions from Bank of America. With a focus on True Financial Success and bringing your values to life, we are committed to helping you pursue your goals and stay on track regardless of market fluctuations. Contact us today to learn more about how we can help you achieve your financial aspirations.

Merrill Lynch Financial Advisor Joseph Accurso, located at 1152 15th Street Northwest in Washington, DC, offers personalized financial planning services to help clients pursue their retirement goals and ensure their assets last a lifetime. With a deep understanding of each client's financial picture, Joseph Accurso creates flexible strategies tailored to changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Through the Merrill Personal Wealth Analysis™ process, clients receive a personalized plan focused on their unique goals and priorities. As a Certified Financial Planner, Joseph Accurso helps clients navigate the complexities of wealth management, offering customized investment approaches to address their evolving needs. By staying updated on changes in clients' lives and the financial markets, Joseph Accurso ensures their financial plans remain on track to achieve their goals. With a focus on building long-term relationships, Joseph Accurso puts clients first, providing guidance and support to help them live their best financial life.

Merrill Lynch Financial Advisor James Giaccia, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is dedicated to helping clients manage their wealth through personalized financial strategies. With a focus on understanding each client's goals and priorities, James Giaccia offers access to investment insights from Merrill and banking solutions from Bank of America. Services include banking and cash management, wealth management, home financing, investment management, insurance, trust and estate planning, and more. With a commitment to community involvement and a deep understanding of each client's financial situation, James Giaccia works to create a customized financial approach that reflects individual needs and priorities. By staying informed on changes in clients' lives and the financial markets, James Giaccia helps clients stay on track to achieve their goals. As a Chartered Retirement Planning Counselor™, James Giaccia is registered to do business in multiple states and offers personalized investment strategies to help clients live their best financial life.

Merrill Lynch Financial Advisor Angela Gwynne Ellison, located at 1152 15th Street Northwest in Washington, D.C., is a premier finance institution dedicated to building strong relationships with clients based on trust and collaboration. Their team of talented and experienced financial advisors takes the time to understand each client's unique goals and priorities, creating individualized investment plans that reflect their needs. With access to investment insights from Merrill, trust services from Bank of America Private Bank, and lending solutions from Bank of America, clients can benefit from a comprehensive financial approach tailored to their personal circumstances. The institution's personalized financial strategies, transparent approach to risks and opportunities, and ongoing support help clients navigate the complexities of investing and plan for their financial future with confidence. Recognized for their exemplary client service, the team at Merrill Lynch strives to help clients achieve their financial goals and enjoy a fulfilling journey towards financial success.

Merrill Lynch Financial Advisor Nicole Hawkins-Normand is a finance institution located at 910 Princess Anne Street in Fredericksburg, Virginia, United States. The institution is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, known as The Normand Group, provides financial advice and management strategies tailored to each client's risk tolerance, time horizon, and investment goals. Services offered include retirement planning, portfolio research and selection, investment guidance, estate reviews, and insurance coordination. The team believes in creating a financial approach that helps clients pursue their goals, with a focus on managing, growing, and preserving wealth for the future. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized financial strategies. Clients can expect transparency, thoughtful investment guidance, and a commitment to helping them achieve their financial goals. The team also offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. With a focus on understanding clients' needs and priorities, the team aims to help clients stay on track to achieve what matters most to them. The institution emphasizes the importance of personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.

Merrill Lynch Financial Advisor B. Scott Mason, located at 910 Princess Anne Street in Fredericksburg, Virginia, offers personalized financial advice and guidance to help individuals and families achieve their financial goals. With a focus on your priorities, risk tolerance, and long-term objectives, we work with you to develop a customized plan that evolves over time to reflect changes in your life and the market. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. We provide access to the investment insights of Merrill and banking solutions from Bank of America, creating a comprehensive approach to address your financial needs. Whether you're planning for retirement, saving for a major life event, or managing your wealth for future generations, we are here to help you navigate the complexities of the financial world and achieve your goals. With a commitment to understanding your unique needs and priorities, we strive to provide you with the tools and strategies to live your best financial life. Contact us today to start the conversation and begin your journey towards financial success.

Located at 910 Princess Anne Street in Fredericksburg, Virginia, Merrill Lynch Financial Advisor Nathaniel Ewoldt offers personalized financial services to help clients achieve their goals. With a focus on understanding your unique financial situation, Ewoldt and his team provide insights and strategies to navigate market volatility and plan for the future. From wealth management to investment advice, they work closely with clients to create flexible strategies tailored to individual needs. By participating in the local community and volunteering, Ewoldt embodies the Merrill tradition of serving others. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and recommendations to help them reach their financial objectives. With access to the resources of Merrill and Bank of America, Ewoldt is dedicated to helping clients manage, grow, and preserve their wealth for years to come. Whether planning for retirement, saving for a home, or funding education, Ewoldt's mission is to understand each client's priorities and provide solutions to achieve their financial goals. With a commitment to ongoing communication and adjustments as needed, Ewoldt strives to keep clients on track to financial success.

Merrill Lynch Financial Advisor Jacob Normand is a finance institution located at 910 Princess Anne Street, Fredericksburg, Virginia, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Supported by the global resources of Merrill, the group is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Services provided include strategic retirement planning, portfolio research and selection, investment guidance, as well as commercial and residential lending through Bank of America, N.A. The institution believes in creating a financial approach tailored to each client's goals, with a focus on transparency and thoughtful investment guidance. Clients can benefit from the Investment Personality Assessment to customize their financial approach and stay on track towards achieving their goals. The institution also offers the Merrill Personal Wealth Analysis™ to build a personalized plan centered on individual goals. With a commitment to helping clients navigate the complexities of their financial lives, Merrill Lynch Financial Advisor Jacob Normand strives to provide comprehensive financial solutions and personalized investment strategies.

NAE Federal Credit Union is a trusted financial institution located at 755 North Battlefield Boulevard in Chesapeake, Virginia. As a full-service credit union, we offer a wide range of financial services including ATM access for our members. Our goal is to provide personalized financial solutions to help our members achieve their financial goals. Whether you need assistance with savings, loans, or other financial needs, our friendly staff is here to help. Visit us today to experience the difference of banking with NAE Federal Credit Union.

Union First Funding is a finance institution located at 919 East Main Street, Richmond, Virginia, United States. We specialize in helping individuals achieve their life goals faster with easy personal loans. Debt can be a major crisis in modern America, impacting people of all ages, races, and genders. We understand the burden of debt and offer a quick and easy three-step process for our customers to secure a loan, with funds potentially available in their bank account within 48 hours. Our innovative process has helped many customers reduce their debt, decrease their payments, and start enjoying their lives again. Our goal is to welcome you to the Union First Funding family and provide you with the financial assistance you need to overcome your debt. Our experienced team is here to listen to your situation, offer personalized recommendations, and help you become debt-free. Don't let debt hold you back - contact us today and take the first step towards financial freedom.

Merrill Edge is a finance institution located at 14752 Lee Highway, Gainesville, Virginia, United States. They specialize in online investing, trading, brokerage, and advice services. Get started with Merrill Guided Investing and pay $0 in program fees for 6 months. They offer a broad range of brokerage, investment advisory, and other financial services. Investing in securities involves risks, and there is always the potential of losing money. Market price returns and Net Asset Value (NAV) returns are provided, including fees and applicable loads. Expense Ratio information is also available. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Additional information is available in their Client Relationship Summary.

Merrill Edge is a finance institution located at 13928 Lee Highway, Centreville, Virginia, United States. They offer online investing, trading, brokerage, and advice services. Get started with Merrill Guided Investing and pay $0 in program fees for 6 months. They provide a broad range of brokerage, investment advisory, and financial planning services. Investing in securities involves risks, and there is always the potential of losing money. Market price returns and Net Asset Value (NAV) returns are based on specific criteria. Expense ratios and other financial details are provided in the fund's prospectus. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

At Merrill Lynch Financial Advisor Timothy P Neary, located at 11951 Freedom Drive, Reston, Virginia, United States, we believe in managing your wealth by deeply understanding your full financial picture. We create flexible strategies tailored to your needs in today's changing market conditions, offering access to investment insights from Merrill and banking solutions from Bank of America. Our personalized wealth management strategies are designed to help you pursue your goals effectively. Our commitment to community involvement drives us to volunteer with local organizations, reflecting the deep-seated Merrill tradition of serving the communities we operate in. With Merrill Personal Wealth Analysis™, we can build a personalized plan centered on your goals and aspirations, adjusting it as your life evolves. We understand that your financial priorities may change over time, which is why we offer tools to help you keep track of these changes and incorporate them into your financial approach. By focusing on what matters most to you - whether it's planning for retirement, saving for a home, or passing on wealth to future generations - we aim to help you achieve your financial goals.

Merrill Lynch Financial Advisor John L. Bocek, located at 11951 Freedom Drive in Reston, Virginia, offers personalized wealth management strategies to help clients navigate life's changes and achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, Senior Financial Advisor John L. Bocek can assist you in creating a comprehensive wealth management strategy tailored to your individual needs. By utilizing the resources of Merrill and access to banking services from Bank of America, John L. Bocek can help you pursue your aspirations and address fluctuations in the market. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, the team at Merrill Lynch Wealth Management works to understand your goals, priorities, and investing preferences to develop a customized financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor John L. Bocek is dedicated to helping you achieve your financial goals. With a focus on personalized service and ongoing communication, the team at Merrill Lynch is committed to helping you stay on track and adapt your financial approach as your life and goals evolve. Contact Merrill Lynch Financial Advisor John L. Bocek today to start planning for your financial future.

Merrill Lynch Financial Advisor Mike Harber is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. Mike Harber has been serving as a Merrill Financial Advisor in the Washington D.C area since 2014, offering customized strategies to help clients meet their short and long-term goals while managing volatility. His investment management strategy includes reviewing assets, liabilities, insurance, and cash flows to help clients navigate financial challenges. With a team of experienced associates, services include retirement planning, wealth preservation, insurance strategies, retirement plans, business transition planning, and business banking. Prior to joining Merrill, Mike Harber served over 20 years in the Navy as an FA-18 pilot. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The focus is on family, goals, and priorities, adapting to changes over time. The approach to financial planning places the client at the center, offering advice and guidance tailored to individual needs. The goal is to help clients pursue their most important goals and make informed decisions. The Investment Personality Assessment is used to customize financial approaches based on individual preferences and goals. Regular meetings are held to review progress and make adjustments as needed.

Merrill Lynch Financial Advisor Douglas Walker is a finance institution located at 11951 Freedom Drive, Reston, Virginia, United States. Doug Walker, a First Vice President and Wealth Management Advisor with over 35 years of experience, is dedicated to building and maintaining strong relationships with high-net-worth individuals, families, and businesses. His consultative approach focuses on developing personalized strategies to help clients meet their financial goals, covering areas such as investments, retirement, estate planning, lending strategies, and philanthropy. Supported by the global resources of Merrill, Doug's team is committed to providing personalized service and building trust with clients. By understanding each client's goals and priorities, Doug helps create financial strategies that reflect their investment personality and life priorities. The institution also offers access to a Wealth Management Lending Officer from Bank of America to assist with home lending needs. Through ongoing discussions and adjustments to financial plans as needed, Doug aims to help clients navigate life's ups, downs, triumphs, and transitions to achieve their most important goals.

Merrill Lynch Financial Advisor Christine M Donovan is a trusted finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. As a financial advisor, Christine understands that managing your wealth requires a deep understanding of your financial picture. She can help create a flexible strategy tailored to your needs in today's changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, Christine offers personalized wealth management strategies to help you pursue your goals. Christine follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. With Merrill Personal Wealth Analysis™, she can build a personalized plan centered on your goals and aspirations. By starting with a conversation to identify your priorities, Christine can help you navigate through important financial decisions and trade-offs to achieve personally meaningful goals.

Merrill Lynch Financial Advisor Sam Sayyad, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized financial advice and guidance to help clients navigate the complexities of wealth management. The Sayyad Group values teamwork and involvement, providing access to global investment capabilities and banking convenience through Merrill and Bank of America. The team is dedicated to building long-term relationships, developing customized financial strategies tailored to each client's unique goals and priorities. By understanding each client's aspirations and concerns, the team creates plans to manage, grow, and preserve wealth, with a focus on addressing financial needs at every stage of life. Through the Investment Personality Assessment, advisors gain insights into clients' investing preferences to customize approaches that align with individual goals. The team of experienced professionals is committed to providing exemplary client service, supported by the global resources of Merrill and Bank of America. With a focus on personalized service and trust, the team helps clients stay on track to achieve their financial goals through regular reviews and adjustments to financial approaches. Whether planning for retirement, education, or other life milestones, the team at Merrill Lynch Financial Advisor Sam Sayyad is dedicated to helping clients achieve their goals.

Merrill Lynch Financial Advisor Darren Banh, located at 8075 Leesburg Pike in Vienna, Virginia, is a trusted and experienced finance institution. Darren Banh, a CERTIFIED FINANCIAL PLANNERTM certificant, offers personalized retirement planning services, wealth preservation, and wealth management. With a background in Economics and Business Management from George Mason University, Darren brings a wealth of knowledge to help clients make important financial decisions. Darren's mission is to understand each client's unique goals and priorities, and to design a personalized plan to help them achieve financial success. As part of Merrill Lynch Wealth Management, Darren has access to global resources and a team of talented individuals dedicated to building strong client relationships based on trust and personalized service. Whether you are just starting to plan for retirement, already investing, or nearing retirement, Darren can help you pursue your financial goals. By focusing on solutions tailored to your needs, Darren can help you manage, grow, and preserve your wealth for the future. With the support of Merrill and Bank of America, Darren can provide comprehensive financial solutions to address your financial needs. Let Merrill Lynch Financial Advisor Darren Banh help you achieve your financial goals and create a secure financial future.

Merrill Lynch Financial Advisor Collin H Campbell is a Wealth Management Team based in Charlottesville, Virginia. They specialize in understanding the needs and priorities of high-net-worth investors to provide customized solutions. Located at 650 Peter Jefferson Parkway, Suite 350, Charlottesville, VA 22911, they offer advice and guidance to help clients achieve their financial goals and secure a lasting legacy. With access to the investment insights of Merrill and banking solutions from Bank of America, they work to develop a personalized approach to address the financial needs of their clients. The team believes in starting with a conversation to identify and prioritize the goals that matter most to each individual. By utilizing the Investment Personality Assessment, they aim to gain a deeper understanding of each client's investing preferences and tailor their financial approach accordingly. With the Merrill Personal Wealth Analysis™, they create a personalized plan centered on the client's goals. Continual check-ins and adjustments to the financial approach ensure that clients stay on track to achieve what's most important to them. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients reach their financial goals.

Merrill Lynch Financial Advisor Dan Sheehan, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is committed to understanding your values and helping you achieve your financial goals. With a focus on one-on-one conversations and communication, the team works to develop personalized strategies to manage risk and work towards the returns necessary to help you achieve your objectives. As a CERTIFIED FINANCIAL PLANNER™ certificant, Dan Sheehan holds himself to the highest standards of professional competency and ethical practices. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Dan Sheehan can help you build and document a personalized plan centered on your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team is dedicated to helping you pursue what matters most to you. With a focus on open communication and a clear understanding of your goals and expectations, Merrill Lynch Financial Advisor Dan Sheehan is committed to putting your best interests first.

Merrill Lynch Financial Advisor John Dozier, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is a finance institution dedicated to working closely with successful individuals and families to create personalized wealth strategies that align with their priorities, values, needs, and goals. John Dozier, with a background in Asset Management and derivative strategies for institutional clients, holds a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from the University of Michigan. He is a Certified Private Wealth Advisor® (CPWA®) and is a member of the Southern Environmental Law Center’s Next30 committee. John believes in creating a financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By understanding each client's unique investment personality and life priorities, Merrill Lynch Wealth Management Advisors like John Dozier aim to design a customized approach that reflects individual needs and financial situations. With access to Merrill's investment insights and banking solutions from Bank of America, clients can receive comprehensive financial guidance to help them achieve their goals. John's mission is to understand each client personally and help them implement a plan to manage, grow, and preserve their wealth while addressing investment risk. By staying in touch with clients to discuss changes in their lives and financial markets, John aims to help clients stay on track towards their financial goals. With a dedication to putting clients first, Merrill Lynch Financial Advisor John Dozier offers personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.

Merrill Lynch Wealth Management, located at 300 East Main Street in Charlottesville, Virginia, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. When you connect with an advisor at Merrill Lynch, you are taking the first step towards personalized financial planning and investment strategies tailored to your needs. Please note that investing involves risks and there is always a potential for loss. Merrill Lynch advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions.

Merrill Lynch Wealth Management is a finance institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. The branch offers comprehensive wealth planning services for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to each client's unique needs and goals. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. Merrill Lynch Wealth Management provides industry-skilled advisors, advanced investing insights, and a disciplined wealth planning platform to help clients pursue their financial and life goals. The institution offers professional training, mentoring, and technology for both new and experienced advisors, ensuring personalized investment approaches and wealth management advice. Clients can access a wide range of technology, intellectual capital, and marketing resources to enhance their relationships and build their businesses. Merrill Lynch has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in achieving their financial objectives. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results.

tions of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill Financial Advisor. At Merrill Lynch Financial Advisor Scott M Patterson, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, we are dedicated to helping you manage and grow your wealth. Our personalized wealth management strategies are tailored to your specific goals and priorities, providing access to the investment insights of Merrill and the banking solutions of Bank of America.