Branch Office Profile
Clients have been entrusting their assets to Merrill Lynch in St. Louis since 1948. Through our vast experience and leadership working with families and businesses in virtually every possible market condition, the seven offices and nearly 150 Financial Advisors that comprise Merrill Lynch’s St. Louis Metro Complex are well-positioned to help you meet your specific wealth management goals. Our highly skilled investment professionals deliver investment guidance and banking solutions to our clients by leveraging our industry–leading specialists and our partnership with Bank of America and it’s world-class cash management, credit, and lending capabilities.
As we put our clients at the center of all we do, our Financial Advisors work with executives changing careers or retiring, entrepreneurs contemplating the sale of their business and individuals concerned with leaving a financially sound legacy. We will begin working with you by listening to and understanding your current financial situation. Our Financial Advisor’s ability to draw on the resources at Merrill Lynch Bank of America delivers effective tools and guidance to our clients that help identify your personal and business financial objectives, including those related to investments, income management, estate planning services, retirement lifestyle and philanthropic desires. We then create customized strategies and solutions designed to help you meet your short- and long-term goals. As the size and diversity of your wealth increases, the complexity of the challenges you face in managing your assets also increases. We believe that Merrill Lynch is uniquely positioned in this region to execute flexibility and a responsive framework, to deliver a defined wealth management approach that emphasizes communication and responsiveness unlike any other.
We are committed to the St. Louis metropolitan community, by partnering, sponsoring and working with numerous charitable organizations, including United Way, Habitat for Humanity, Komen Race for the Cure®, St. Louis Children’s Hospital, Ronald McDonald House, Boy Scouts of America, March of Dimes, Juvenile Diabetes Research Foundation and the St. Louis Public Library Association.
Call to discuss how a Merrill Lynch Financial Advisor can help you.