Merrill Lynch, Pierce, Fenner, & Smith Inc.
Merrill Lynch, Pierce, Fenner, & Smith Inc.
About
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients� needs to help their clients achieve the lives they want. With a deep commitment to placing their clients� interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients� needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions.
Membership Type
Membership
Contacts
Mr. Mark Gobble
Ambar Anand
Lisa Angle
Mr. Joshua Bradley
Senior Vice President - Business Banking
Mr. William Brenton Jr.
Wealth Management Advisor
Ms. Elizabeth Craighead
Senior Financial Advisor
Mr. Steven Craighead
Senior Financial Advisor
Mr. Perry Downing
Senior Financial Advisor
Ms. Ellie Hammer
Financial Advisor
Jim Howard
Financial Advisor
Mr. Charles Kepley
Senior Financial Advisor
Mr. Brandon LaCroix
Financial Advisor
Mr. Dave Lloyd
Financial Advisor
Mr. Rich Pettit
Financial Advisor
Jason Ridinger
Assistant VP, Financial Advisor
Edward Smith
Financial Advisor
Ms. Kathleen Smith
Registered Resident Director Assistant
Cooper Woolson