Merrill Lynch Wealth Management / Bank of America
Financial Advisors
· Roanoke, VA
Published in partnership with Merrill Lynch Wealth Management
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Merrill Lynch Wealth Management in Roanoke offers comprehensive wealth management services for individuals, families, business owners, executives, and institutions. Their experienced advisors provide retirement income planning, investment management, guidance on concentrated stock positions, and access to Bank of America's estate planning services. They leverage Merrill Lynch's broad resources and work collaboratively with clients' outside professionals like accountants and tax attorneys to address wealth planning challenges across all market conditions.
Best for: Business owners and executives, High-net-worth families, Retirees seeking income planning, Individuals with concentrated stock positions
Service area: Roanoke, VA and surrounding areas
Integrated Bank of America Resources: Access to both Merrill Lynch's investment expertise and Bank of America's banking and estate planning services through a single relationship.
Multiple Specialized Advisor Teams: The branch features several dedicated advisor groups and teams with years of combined experience, allowing clients to work with specialists suited to their specific wealth planning needs.
Concentrated Stock and Complex Wealth Guidance: Specialized expertise in managing concentrated stock positions and providing strategies for executives and business owners facing unique financial situations.
Book online: Book Online Now →
Phone: (540) 985-5400
Address: 110 Franklin Rd SE, Roanoke, VA 24011 (Get directions)
Website: advisor.ml.com