TOP 10 Bank of america bank locations in Virginia
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Merrill Lynch Financial Advisor Paul Chrisman
Merrill Lynch Financial Advisor Paul Chrisman, located at 8075 Leesburg Pike, Vienna, Virginia, United States, offers a wide range of investment solutions and banking products from Bank of America. With over 40 years of industry experience, Paul Chrisman and his daughter, Colleen Chrisman, formed a dedicated advisory team in 2022. Together, they provide relationship-based wealth management services, with Colleen focusing on financial planning and Paul offering tailored wealth strategies. The Chrisman Group's investment philosophy is centered around long-term wealth creation, risk management, and client-centric decision-making. They believe in strategic asset allocation, diversification, and disciplined portfolio strategies to help clients achieve their financial goals. The team prioritizes cost-efficient investment solutions, transparency, and communication to build diversified portfolios aligned with clients' unique needs and aspirations. Additionally, they offer services in risk management, tax planning, retirement planning, and estate planning. With a focus on bringing fresh perspectives to clients' financial lives, Merrill Lynch Financial Advisor Paul Chrisman aims to help clients make informed decisions as they pursue their financial goals.
Merrill Lynch Financial Advisor Brian Wagner
Merrill Lynch Financial Advisor Brian Wagner is a dedicated finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Brian Wagner, a member of MKBH and Associates, offers a comprehensive approach to managing wealth by getting to know his clients, their families, financial situations, and priorities. With a passion for delivering excellent service, Brian provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address various aspects of his clients' financial lives. Brian believes in building strong relationships with his clients to help them make important financial decisions. He offers personalized financial plans through Merrill Personal Wealth Analysis™ and helps clients adjust their plans as needed based on changing needs and market conditions. With a focus on the client's goals and priorities, Brian works to develop an approach that helps manage, grow, and preserve wealth for the long term. As a Merrill advisor, Brian offers guidance based on the client's aspirations and encourages them to ask questions about what matters most to them. Through the Investment Personality Assessment, Brian gains a deeper understanding of his clients' investing preferences to customize their financial approach. By regularly reviewing goals and progress, Brian helps clients stay on track to achieve what's most important to them. With a commitment to putting clients first, Brian works to create a financial approach that reflects their personality and priorities. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Brian is dedicated to helping clients reach their goals. With a focus on personalized investment strategies and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Brian Wagner is committed to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Dallas Y. Vipond
Merrill Lynch Financial Advisor Dallas Y. Vipond, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to managing your wealth through a personalized approach. By understanding your financial goals and priorities, Dallas Y. Vipond can create a flexible strategy tailored to today's market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, Dallas Y. Vipond can help you pursue your financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Dallas Y. Vipond believes in building strong relationships with clients and participating in the communities they serve. Through the Merrill Personal Wealth Analysis™ tool, Dallas Y. Vipond can create a personalized plan centered on your goals and aspirations. By utilizing the Investment Personality Assessment, Dallas Y. Vipond can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
Merrill Lynch Financial Advisor Joe Emerusabe
Merrill Lynch Financial Advisor Joe Emerusabe is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Joe focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. He works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. Joe helps them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. He combines personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. Joe grew up in Rockville, Maryland and was a dual-major in International Affairs & Organizational Management at Gettysburg College. He also played on the men's basketball team and served as a captain his junior and senior year. When not working with clients, Joe enjoys spending time with family, playing basketball with friends, and attending DC sporting events. The institution offers personalized financial planning services to help clients pursue their goals and manage investment risk. Joe believes in developing a customized approach to help clients achieve their financial objectives. He works with clients to understand their aspirations and create a plan to manage, grow, and preserve their wealth. The institution offers Investment Personality Assessment to gain a deeper understanding of clients' investing preferences. Joe helps clients stay on track with their financial goals by regularly reviewing and adjusting their financial approach. The institution provides a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors to address clients' financial needs and goals. Joe Emerusabe is registered to do business in multiple states and offers personalized investment strategies tailored to each client's unique needs and financial situation. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services to meet clients' financial needs.
Merrill Edge
Merrill Edge is a finance institution located at 13500 Harbour Pointe Parkway in Midlothian, 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 the first 6 months. They provide 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. Returns are based on the prior-day closing NAV or market price. Expense ratios and detailed annual fund operating expenses are provided in the fund's prospectus. Merrill also offers banking products through Bank of America, N.A. and affiliated banks, as well as insurance services through Merrill Lynch Life Agency Inc. (MLLA).
Merrill Lynch Financial Advisor John Maguire Heckler
Merrill Lynch Financial Advisor John Maguire Heckler, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to providing exemplary client service. John, who joined Merrill in 2008, specializes in creating strategic financial strategies for foundations, charities, affluent families, and nonprofit organizations. He also offers guidance to corporate executives, business owners, professionals, and entrepreneurs, focusing on customized wealth management strategies tailored to each client's unique needs. John and his team take the time to understand each client's whole life in order to establish objectives, develop appropriate strategies, and make recommendations that align with their investment goals. As part of the Merrill Lynch Wealth Management team, John conducts regular reviews to track progress towards reaching financial goals and adjusts strategies as needed. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By focusing on the things that matter most to his clients - family, goals, and priorities - John helps them achieve their financial aspirations through a personalized approach. With access to investment insights from Merrill and banking solutions from Bank of America, John works with clients to develop strategies that address their financial needs and adapt to changes in their lives or the market. As a Merrill advisor, John puts his clients first, offering guidance based on their goals and priorities to help them navigate the complexities of their financial lives. Through one-on-one relationships and personalized investment strategies, John and his team help clients pursue their goals and achieve financial success.
Merrill Lynch Financial Advisor Nicholas C. Palmer
Merrill Lynch Financial Advisor Nicholas C. Palmer is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. Palmer is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and offers 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, Palmer can help clients navigate changing market conditions and achieve their financial objectives. He believes in the importance of understanding clients' full financial picture and offers a personalized approach to help them pursue their goals. Palmer is committed to participating in the community and volunteering with local organizations. As a Merrill Lynch Wealth Management Advisor, he focuses on helping clients reach their financial goals through thoughtful planning and ongoing support. By getting to know clients personally and understanding their aspirations, Palmer designs and implements customized plans to help manage investment risk and turn goals into reality. He believes in staying connected with clients to address changes in their lives and financial markets, ensuring they stay on track to achieve what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Palmer is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Jesse Ross
Merrill Lynch Financial Advisor Jesse Ross is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients nationwide, including all 50 states, the District of Columbia, and various US territories, Jesse Ross is dedicated to helping clients achieve their desired lifestyles. Investing always involves risks, and there is a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice, so it is recommended to consult with your legal and/or tax advisors before making financial decisions.
Merrill Lynch Financial Advisor Chad M Cieslewicz
Merrill Lynch Financial Advisor Chad M Cieslewicz is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, and work with you to create a comprehensive financial strategy tailored to your needs. The advisors at Merrill Lynch are committed to helping you achieve your goals by providing thoughtful investment guidance and financial planning aligned with your life priorities. With access to the resources of Merrill and Bank of America, they can help you grow, preserve, and distribute your wealth. The team offers personalized investment strategies and comprehensive financial solutions to help you pursue your goals. By getting to know you personally, they can create a financial approach that reflects your personality and is built around your life priorities. With a proactive approach to communication and a commitment to ongoing financial education, Merrill Lynch Financial Advisor Chad M Cieslewicz is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor John S. Delandro III
Merrill Lynch Financial Advisor John S. Delandro III, located at 901 East Byrd Street, Richmond, Virginia, United States, offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building a customized investment approach based on individual needs and priorities, John Delandro works closely with clients to create a plan that reflects their unique situation. Through a genuine conversation and understanding of personal and professional goals, Merrill Personal Wealth Analysis® is utilized to develop a personalized plan centered on what clients want to achieve. John Delandro follows a long-standing Merrill tradition of community involvement, volunteering with organizations that help the community thrive. As a Merrill advisor, John Delandro offers advice and guidance based on clients' goals and priorities, putting them at the center of focus to help them make informed decisions. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with John Delandro to develop a financial approach designed to address their needs. By staying in touch with clients and regularly reviewing their goals and progress, John Delandro aims to help clients stay on track to achieve what's most important to them. Through a dedicated one-on-one relationship, clients can receive personalized investment strategies and comprehensive financial solutions tailored to their unique situation. John Delandro is registered to do business in multiple states and provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult their legal and tax advisors before making any financial decisions. With a focus on understanding clients' needs and priorities, John Delandro works to design an approach that reflects their unique situation and helps them stay on track, regardless of market fluctuations.
Merrill Lynch Financial Advisor Lexi Torrice
Merrill Lynch Financial Advisor Lexi Torrice, located at 901 East Byrd Street in Richmond, Virginia, is a trusted institution in the world of finance. With a focus on understanding your unique financial picture and goals, Lexi Torrice can help create a personalized wealth management strategy tailored to your needs. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, she can guide you through today's changing market conditions. Lexi Torrice believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, she can help you build a personalized plan centered on your aspirations and priorities. By engaging in conversations with you about your goals and priorities, she can develop a financial approach that aligns with what matters most to you.
Merrill Lynch Financial Advisor Theodore Walkley
Merrill Lynch Financial Advisor Theodore Walkley, located at 901 East Byrd Street in Richmond, Virginia, offers personalized wealth management strategies tailored to your individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Theodore Walkley can help you navigate today's changing market conditions. By participating in the community, Theodore Walkley demonstrates a commitment to serving the needs of clients in the area. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on your specific goals and aspirations.
Merrill Lynch Financial Advisor Donte C Smith
Merrill Lynch Financial Advisor Donte C Smith is located at 901 East Byrd Street in Richmond, Virginia, United States. As a CERTIFIED FINANCIAL PLANNER Professional, Donte strives to provide unbiased guidance and personal service to his clients. With a background in Business Administration and years of experience in the financial services industry, Donte focuses on helping individuals and families across the country develop and implement financial strategies to grow, manage, and preserve their wealth. He builds long-term relationships with clients, understanding their goals and objectives to create personalized plans intended to help them achieve financial success. Donte's mission is to understand his clients and what matters most to them, designing and implementing personalized plans to help them pursue their financial goals while managing investment risk. With access to the resources of Merrill and Bank of America, Donte works with clients to develop approaches tailored to their financial needs. Through conversations and the Investment Personality Assessment, Donte gets to know his clients better as investors, helping them refine their investing preferences and achieve what matters most to them.
Merrill Lynch Financial Advisor Darren M Mazzoni
Merrill Lynch Financial Advisor Darren M Mazzoni is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. Darren M. Mazzoni is a Managing Director, Senior Financial Advisor, Senior Resident Director, and Portfolio Manager who began his career with Merrill Lynch Wealth Management in 2003. He focuses on helping clients align their investment portfolios with their personal goals, providing exemplary client service. Darren has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023, 2022, 2021, 2020, and 2019, showcasing his commitment to financial excellence. He believes in building strong client relationships based on trust and personalized service, with a focus on understanding each client's unique goals and priorities. Darren's approach is centered on helping clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he tailors financial plans to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, Darren works collaboratively with clients to develop a customized approach designed to address their financial needs. He believes in regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the financial markets, ensuring they stay on track to achieve their goals. Darren's mission is to understand each client personally and help them design and implement a personalized plan to pursue financial goals while managing investment risk. By focusing on potential solutions that can turn goals into reality, he aims to provide clients with the guidance and support they need to navigate fluctuations in the market and changes in their lives.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 901 East Byrd Street in Richmond, Virginia, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch Wealth Management supports the communities in which they operate, contributing to economic, social, and cultural initiatives. The institution provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources to help clients pursue their financial and life goals. Whether you are a new or experienced advisor, Merrill offers professional training, mentoring, and technology to support your growth.
Merrill Lynch Financial Advisor Joseph H Torrice
Merrill Lynch Financial Advisor Joseph H Torrice is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. They believe in starting every relationship with a conversation to understand and prioritize your financial goals. By utilizing the Investment Personality Assessment, they tailor their financial approach to help you reach your goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to address your financial needs. Their team is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Through regular check-ins and updates, they ensure your financial approach reflects any changes in your life or the markets. Their goal is to help you achieve what's most important to you by providing personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 11820 Fountain Way in Newport News, Virginia, is a finance institution dedicated to providing customized wealth management strategies for each unique client. The experienced financial advisors at this branch offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. The institution offers a range of services, including investment advice, financial planning, and wealth management to help clients pursue their financial and life goals.
Merrill Lynch Financial Advisor Alice Jacobs
Merrill Lynch Financial Advisor Alice Jacobs, located at 266 McLaws Circle in Williamsburg, Virginia, is a trusted institution in the field of finance. Alice Jacobs specializes in managing wealth by creating personalized strategies tailored to each client's unique financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can feel confident in their financial decisions. Alice Jacobs follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, clients can work with Alice to build a customized plan focused on achieving their specific goals. By understanding each client's investment personality and preferences, Alice can provide tailored advice and guidance to help them reach their desired outcomes.
Merrill Lynch Financial Advisor Seth W Blanton
Merrill Lynch Financial Advisor Seth W Blanton, located at 266 McLaws Circle, Williamsburg, Virginia, United States, is a trusted institution in the field of finance. With a focus on understanding your complete financial picture and personal goals, Seth Blanton can help create a flexible strategy tailored to today's market conditions. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, he aims to help clients pursue their financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Seth Blanton believes in building strong relationships with clients by actively participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™ process, he helps clients develop personalized financial plans centered on their goals and aspirations. By engaging in meaningful conversations and understanding clients' priorities and preferences, he can provide customized advice and guidance to help them make informed decisions.
Merrill Lynch Financial Advisor E. Clark Jordan
Merrill Lynch Financial Advisor E. Clark Jordan is a finance institution located at 266 McLaws Circle, Williamsburg, Virginia, United States. Elizabeth Clark Jordan, with over 25 years of experience in the Financial Services Industry, offers personalized wealth management services to meet individual client needs. She takes a comprehensive approach to managing wealth, starting with listening to each client's goals and aspirations. With a background in Equity Syndicate and Capital Markets, Clark brings a wealth of knowledge to help clients achieve their financial objectives. As a Financial Advisor with Merrill Lynch Wealth Management, Clark focuses on building strong client relationships based on trust and personalized service. By understanding what matters most to each client - whether it's family, goals, or priorities - Clark develops customized financial strategies designed to help clients pursue their most important goals. She believes in starting with a plan to manage, grow, and preserve wealth for the future, taking into account life changes and market fluctuations.
Merrill Edge
Merrill Edge is a finance institution located at 1916 Colonial Avenue, Norfolk, Virginia, United States. You can find a Merrill® Financial Solutions Advisor™ in Norfolk, VA by searching for an advisor's name or the parent company, "Merrill Lynch." Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck. The website is not owned by Merrill Edge®, Bank of America® or their affiliates and is subject to separate terms and privacy policies. Investing in securities involves risks, and there is always the potential of losing money. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. ET, while market price returns are based on the prior-day closing market price. Returns include fees and applicable loads. Expense Ratio – Gross Expense Ratio is the total annual operating expense from the fund's most recent prospectus.
Merrill Edge
Merrill Edge is a finance institution located at 4620 Monticello Avenue in Williamsburg, Virginia, United States. At Merrill, you can find a Merrill® Financial Solutions Advisor™ to help you pursue your financial goals and plan for what matters most to you. Our advisors have the expertise, tools, and personalized guidance to assist you in turning your ambitions into action. Whether you are looking for investment advice, financial planning, or other services, our team is here to help. Please note that investing in securities involves risks, and it is important to carefully consider your options. Additionally, Banking products are provided by Bank of America, N.A. and affiliated banks. For more information on our services and policies, please review our Client Relationship Summary and Online Privacy Notice.
Merrill Lynch Financial Advisor Charles C Heaton
Merrill Lynch Financial Advisor Charles C Heaton, located at 999 Waterside Drive in Norfolk, Virginia, is a finance institution dedicated to helping families create comprehensive and easy-to-understand financial strategies. With over 25 years of experience, Chuck Heaton provides personalized advice and guidance to help clients achieve their financial goals and secure their families' well-being. He offers Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals and priorities. By understanding clients' aspirations and financial situations, Chuck designs investment strategies that reflect their unique needs. As a Chartered Retirement Planning Counselor™, Chuck is registered to do business in multiple states and is committed to helping clients navigate the complexities of the financial markets while staying on track to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Chuck works with clients to develop approaches designed to address their financial needs and provide peace of mind for the future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 999 Waterside Drive in Norfolk, Virginia, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides personalized financial strategies tailored to each client's needs. 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 service and satisfaction, working to understand each client's goals and financial situation in order to create long-term strategies. Through volunteerism and charitable outreach, the branch also supports the communities in which it operates.
Merrill Lynch Financial Advisor Ralph R. Chesson, III
Merrill Lynch Financial Advisor Ralph R. Chesson, III, located at 999 Waterside Drive in Norfolk, Virginia, is a dedicated and experienced finance professional committed to building strong relationships with clients. With a consultative and objective approach to wealth management, Ralph has been with Merrill Lynch Wealth Management since 1999. He believes in providing personalized attention while utilizing the global resources of one of the world's largest financial services companies. Ralph partners with specialists from Merrill and Bank of America, as well as other professionals, to customize advice and recommendations based on individual, family, or corporate objectives. With a Bachelor of Arts in Economics from Hampden-Sydney College, Ralph resides in Norfolk with his family and is actively involved in the community. Merrill Personal Wealth Analysis™ is used to create personalized financial plans centered on clients' goals and objectives. The team at Merrill Lynch Wealth Management is dedicated to providing trust-based relationships and personalized service, focusing on clients' evolving needs and priorities. By understanding each client's unique situation and goals, Ralph helps to create personalized financial strategies that adapt to changing circumstances. With access to the resources of Merrill and Bank of America, clients can address a wide range of financial challenges. The Investment Personality Assessment is used to refine clients' investing preferences and create customized financial approaches. Regular check-ins and adjustments to financial plans help clients stay on track to achieve their goals. As a Merrill Lynch Wealth Management Advisor, Ralph is committed to helping clients navigate the complexities of their financial lives and create customized investment approaches to pursue their goals. With a focus on personalized service and comprehensive financial solutions, clients can rely on Merrill Lynch Wealth Management Advisors to put their needs first and provide guidance through life's financial decisions.
Merrill Lynch Financial Advisor Lydia G LaVigne
Merrill Lynch Financial Advisor Lydia G LaVigne is a finance institution located at 208 Golden Oak Court, Virginia Beach, Virginia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including the District of Columbia and US territories, we are dedicated to helping clients achieve their desired financial goals. Our advisors offer a broad range of services, including investment advisory, financial planning, and brokerage services. Please note that investing involves risk and potential loss of money. We do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions. Trust and fiduciary services are provided by Bank of America Private Bank, while insurance and annuity products are offered through Merrill Lynch Life Agency Inc. We strive to provide information about products and services that may be of interest to you. Please be aware of the risks associated with investing and consult with your own financial advisors.
Merrill Lynch Financial Advisor Michael R. Rapay
Merrill Lynch Financial Advisor Michael R. Rapay is a finance institution located at 208 Golden Oak Court, Virginia Beach, Virginia, United States. With a deep passion for enhancing the local community, Michael Rapay comes from a family of small business owners in Hampton Roads, giving him a unique understanding of the needs of local families and entrepreneurs. He is actively involved in various volunteer organizations and enjoys playing golf, woodworking, coaching little league baseball, and spending time with his family and dogs in his free time. Michael holds various FINRA registrations and designations, as well as Virginia Life and Health Insurance licenses. Merrill Personal Wealth Analysis™ is a personalized planning tool offered by this institution, focusing on individual goals and achievements. The financial advisors at Merrill Lynch Wealth Management prioritize family, goals, and priorities, adapting their strategies as clients' needs evolve over time. Michael Rapay's business philosophy is built on trust, aiming to develop customized plans that ease concerns and build lasting relationships with clients. He emphasizes education on financial options and aims to guide clients through life transitions and financial decisions.
Merrill Lynch Financial Advisor Joshua S. Harris
Merrill Lynch Financial Advisor Joshua S. Harris, located at 208 Golden Oak Court in Virginia Beach, Virginia, offers personalized financial advice and long-term planning for investment strategies. The Onhaizer Harris King Group team collaborates with clients to prioritize life goals, risk tolerance, and liquidity needs. With access to global investing capabilities from Merrill and banking solutions from Bank of America, the team helps clients develop personalized financial strategies aligned with their goals. Through conversations and the Investment Personality Assessment, the team works to understand clients' priorities and tailor financial approaches to help achieve their aspirations. The team regularly reviews and adjusts clients' financial approaches to reflect changes in their lives and the markets. As Merrill Lynch Wealth Management Advisors, the team is committed to building strong client relationships based on trust and personalized service. Certified by various financial organizations, the team provides investment insights, tips, and strategies to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Ann T. Onhaizer
Merrill Lynch Financial Advisor Ann T. Onhaizer is a finance institution located at 208 Golden Oak Court, Virginia Beach, Virginia, United States. The team at Onhaizer Harris King Group offers personalized advice and long-term planning for investment strategies tailored to your life goals, risk tolerance, and liquidity needs. They provide access to global investing capabilities from Merrill and banking solutions from Bank of America to help you prioritize personal goals such as education funding, retirement planning, health care costs, and wealth preservation. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the future. With a focus on client relationships based on trust and personalized service, the team is committed to helping you achieve your financial goals through a customized investment approach. They offer resources such as the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. By staying informed about changes in your life and revisiting your financial approach, the team aims to keep you on track to achieve what's most important to you. Whether you're planning for retirement, buying a home, or funding a child's education, the team at Merrill Lynch Financial Advisor Ann T. Onhaizer is dedicated to helping you reach your goals through a personalized financial approach designed to reflect your unique needs and priorities.
Merrill Lynch Financial Advisor Greg S. Zittrain
Merrill Lynch Financial Advisor Greg S. Zittrain is a finance institution located at 208 Golden Oak Court, Suite 400, Virginia Beach, Virginia, United States. Supported by the global resources of Merrill, their team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Their focus is on understanding what matters most to you - your family, goals, and priorities - and helping you achieve them through a customized financial approach. They offer the Investment Personality Assessment to gain a deeper understanding of your investing preferences and tailor their financial strategies accordingly. With access to Merrill's investment insights and banking solutions from Bank of America, they work with you to develop a plan to address your financial needs. The institution also offers Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. They understand that life and financial markets can change over time, and they regularly review and adjust your financial approach to help you stay on track towards your goals. By putting you first and focusing on potential solutions, Merrill Lynch Financial Advisor Greg S. Zittrain aims to help you achieve your financial aspirations.
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