The Merrill Lynch Wilmington Office offers you the experience that comes from being exposed over many years to virtually every financial situation a client may face. We use that knowledge to provide individualized attention, customized advice and guidance, and access to Merrill Lynch's vast resources.
We welcome the opportunity to demonstrate how our experience can make a significant difference in your life through strategies such as wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.
To pursue those strategies, we employ Merrill Lynch's time-tested wealth management process, which begins by taking the time to fully understand your current financial situation. Our Financial Advisors understand the demands and responsibilities that accompany significant wealth.
As the largest office in Delaware, we will use our experience to help you manage risk and address your short- and long-term financial goals.
Lisa Primack has been Sr. Resident Director of the Wilmington Office since 2009. She began her Merrill Lynch career as a Financial Advisor, serving 13 years in Dover before moving to this office as Sr. Resident Director in 2009.
Lisa has a degree in Psychology from Vassar College, and serves as a member of the Estate Planning Council of Delaware, the Wilmington Tax Group, the Forum of Executive Women and the Delaware Business Roundtable.
Our most deeply held commitment and tradition is that clients' interests come first. We are prepared to use our experience and move quickly as your goals change, family or businesses situations develop and new financial commitments arise.
We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal, and we encourage you to contact our office for answers and discussions at any time.
We support our communities as volunteers and sponsors of local charities, including the arts, children's programs, and health-oriented activities.