Senior living complex in Williamsburg, VA
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Merrill Lynch Financial Advisor Robert Turner
● ClosedMerrill Lynch Financial Advisor Robert Turner is located at 266 McLaws Circle in Williamsburg, Virginia, United States. This finance institution is supported by the global resources of Merrill and consists of a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. They strive to understand your unique financial situation and what matters most to you, providing guidance and advice during important moments in your life. Life is constantly evolving, and your financial needs are interconnected with the rest of your life. The institution believes in creating a customized investment approach tailored to your specific situation, helping you make informed decisions at every stage of life. By starting with a conversation to identify your goals, Merrill Lynch aims to provide you with insights and resources to help you achieve what matters most to you. The Investment Personality Assessment is one tool used to gain a deeper understanding of your investing preferences and customize your financial approach accordingly.
266 McLaws Cir, Williamsburg, VA 23185, United States -
Merrill Lynch Financial Advisor Amy M Stone
● ClosedMerrill Lynch Financial Advisor Amy M Stone is a finance institution located at 266 McLaws Circle, Williamsburg, Virginia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is made up of talented and experienced individuals dedicated to establishing strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Amy Stone focuses on what matters most to you - family, goals, and priorities - even as they evolve over time. By understanding your unique financial situation and what matters most to you, Merrill Lynch aims to help you make more informed decisions and achieve your goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can customize a financial approach tailored to your individual needs and priorities. With a commitment to providing comprehensive financial solutions, Merrill Lynch Wealth Management Advisors work to help you navigate the complexities of your financial life and pursue your goals. Get the latest investment insights, tips, and strategies to live your best financial life with Merrill Lynch Financial Advisor Amy M Stone.
266 McLaws Cir, Williamsburg, VA 23185, United States -
Merrill Lynch Financial Advisor Jason C Rowe
● ClosedMerrill Lynch Financial Advisor Jason C Rowe, located at 266 McLaws Circle, Williamsburg, Virginia, United States, is dedicated to understanding your financial goals and helping you achieve them. With a personalized approach, Jason and his team work closely with clients to design and implement customized plans aimed at managing investment risk and pursuing financial objectives. By focusing on solutions that can turn goals into reality, they help clients navigate important financial decisions such as retirement planning, education funding, and wealth transfers. Drawing upon research in behavioral finance, the team uses the Investment Personality Assessment to better understand clients' investing preferences and tailor financial strategies accordingly. With access to the resources of Merrill and Bank of America, they develop comprehensive plans to address clients' financial needs and goals. Senior Portfolio Manager Jason Rowe, with over two decades of experience, creates individualized investment strategies to help clients achieve long-term growth and asset preservation. Vice President and Wealth Management Advisor Sue Denner, also part of the team, specializes in discretionary wealth strategies that encompass all life stages, from college planning to estate services. By staying engaged with clients and regularly reviewing and adjusting their financial approaches, the team at Merrill Lynch ensures that clients stay on track to achieve their goals. With a focus on personalized service and building strong client relationships, the team is committed to helping clients navigate the complexities of their financial lives and reach their financial aspirations.
266 McLaws Cir, Williamsburg, VA 23185, United States -
JMB Interiors, LLC
● OpenJMB Interiors, LLC is a comprehensive interiors solutions company located at 4907 Ercil Way in Williamsburg, Virginia. Specializing in senior living, hospitality, and government projects, JMB Interiors offers a wide range of furniture and home goods from leading manufacturers. As a Small Woman Owned Business Enterprise, JMB provides design, procurement, project management, and installation services for commercial flooring, paint, wall coverings, and more. Teaming up with Vision Contract Manufacturing, JMB Interiors has been awarded contracts to provide upholstery to the Air Force Lodging Activities Air Force Inns program. With over 30 years of experience, JMB Interiors has successfully delivered complex projects worldwide, aligning necessary resources to meet project demands. Visit JMB Interiors, LLC for all your furniture and home goods needs.
4907 Ercil Way, Williamsburg, VA 23188, United States
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