Merrill Lynch Branch Office

BRANCH PROFILE

The Merrill Lynch Chester Office consists of experienced Financial Advisors who are dedicated to helping high-net-worth individuals—and their families and businesses— achieve their financial goals and receive superior customer service.

We welcome the opportunity to demonstrate how we 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 help you pursue your objectives, we employ Merrill Lynch’s time-tested wealth management process, which begins by taking the time to fully understand your current financial situation so we can offer knowledge-based, individualized strategies.

Our Financial Advisors understand the demands and responsibilities that accompany significant wealth. As [the largest/one of the largest] offices in the [state/region], we will use our experience to help you manage risk and address your short- and long-term financial goals.

Raymond Chase has been Resident Director of the Chester Office since 2004. He began his career as a Financial Advisor in 1987, joining Merrill Lynch in 1996 before moving to this office in 2000.

Ray has a degree in Finance from the University of Delaware. He and his wife, Susan, live in Chester, New Jersey with their four children where he coaches youth-league soccer, baseball, football and lacrosse.

Our most deeply held commitment and tradition is that clients’ interests come first. We are prepared to move quickly as your goals change, family or businesses situations occur 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 us at any time.

We support our communities as volunteers and sponsors of local charities, including the arts, children’s programs, and health-oriented activities.