Merrill Lynch Wealth Management
Financial Advisors
· Charlottesville, VA
Published in partnership with Merrill Lynch Wealth Management - Peter Jefferson Pkwy
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Merrill Lynch Wealth Management in Charlottesville offers comprehensive financial planning and wealth management services to individuals, families, business owners, executives, and institutions. The office features multiple experienced advisors who provide retirement income planning, investment management, guidance on concentrated stock positions, and access to Bank of America's estate planning services while coordinating with outside professionals like accountants and tax attorneys. With decades of combined experience, their team leverages Merrill Lynch's extensive resources to help clients navigate both stable and volatile markets.
Best for: Business owners and executives, High-net-worth families, Individuals with concentrated stock positions, Retirees seeking income planning strategies
Service area: Charlottesville, Virginia and surrounding areas
Integrated Bank of America Resources: Access to Bank of America's full suite of banking and estate planning services, allowing coordinated financial management across investments, banking, and wealth transfer.
Multiple Specialized Advisors: The office houses several advisor groups and senior wealth management professionals with focused expertise in areas like concentrated stock positions, executive compensation, and business succession planning.
Collaborative Professional Network: Advisors work actively with clients' outside professionals including accountants, tax attorneys, and other specialists to ensure coordinated planning strategies.
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Phone: (434) 979-4748
Address: 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911 (Get directions)
Website: advisor.ml.com