Branch Office Profile
For more than 40 years, and through every market cycle, Merrill Lynch’s Athens, Georgia office has put clients and “big picture” thinking at the center of everything they do. While the approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the 15 dedicated Merrill Lynch Financial Advisors who comprise the Athens branch. We share ideas and team with each other to be certain clients receive targeted strategies and solutions designed to help them achieve their goals and dreams.
Our wealth management process begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating with them to develop individualized investment strategies. We also express to them a strong belief that our role goes beyond assistance with stocks and bonds. Using the vast resources of Merrill Lynch, we can also assist with insurance, educational funding, charitable gifting, retirement income, pension and deferred compensation services for businesses, executive guidance on concentrated stock positions and stock options, and estate planning services, including working closely with clients’ other professionals, such as attorneys, accountants and tax specialists. And we can provide access to Bank of America Wealth Management Bankers who can offer cash management, credit and lending strategies.
Our commitment to clients extends into their communities. We believe in giving back to the neighborhoods and towns we serve, and we are enthusiastically involved with organizations such as Athens YMCA, United Way of Northeast Georgia, Mercy Clinic, Boys and Girls Club of Athens, Northeast Georgia Food Bank, YWCO of Athens, University of Georgia Foundation, Athens Technical College, St. Mary’s Foundation, Athens Regional Foundation, Athens Neighborhood Health Center, Cancer Foundation of Northeast Georgia.
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