Wealth planning platform in Norfolk, Virginia

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 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.