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Frequently Asked Questions

Why choose Merrill Lynch wealth management?

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years. Understanding Your Life Welcome Philosophy Approach

Who is meet our group at Merrill Lynch?

Meet Our Group Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. 7 James began hiscareer at Merrill Lynch Wealth Management in 1994after graduating from The University of Dayton, Summa Cum Laude.

Where is BrokerCheck Merrill Lynch wealth management located?

419.891.2084 3292 Levis Commons BlvdPerrysburg, OH 43551 Learn more about an advisor's background on FINRA's BrokerCheck Merrill Lynch Wealth Management Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

What does Bank of America Merrill Lynch stand for?

MERRILL LYNCH, PIERCE, FENNER & SMITH | FURTHER INFORMATION "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation.


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