At Merrill Lynch, your financial advisor focuses on the things you care about most– family, goals and priorities – even as they change over the years.
Creating a financial strategy that reflects your personality. Getting to know you is your financial advisor’s primary goal.
An approach built around your life’s priorities. It’s time for a financial strategy that puts your needs and priorities front and center.
Adapting the approach as life changes and goals are reached. As goals and priorities change, so should your approach.