Merrill Lynch
- Address
- 100 Whetstone Pl Ste 203, Saint Augustine, FL, 32086
- Phone
- 904-808-3760
- Website
- local.ml.com/st.augustine
- Services
- Global Client Coverage Group is responsible for the delivery of comprehensive referrals and client coverage capabilities to bring the full power of the combined company to clients. Global Investment Solutions is responsible for managing GWIM’s financial products including mutual funds stocks bonds new issue insurance alternative investments and structured products. GWIM Banking and Merrill Edge is responsible for the overall strategy and direct management of deposit and credit products — from credit cards to access to sophisticated lending products solutions — across GWIM. It also includes all phone and online channels that serve GWIM clients. Retirement & Philanthropic Services (RPS) provides administration recordkeeping custodial communication consulting and execution services to businesses organizations their employees and members in connection with approximately 40 000 workplace-based benefit plans.
- Products
- GWIM has one of the most robust and dynamic product and solution platforms across the industry. Drawing upon the breadth and depth of Merrill Lynch’s wealth management platform and with access to Bank of America’s comprehensive banking services Merrill Lynch Financial Advisors design strategies and solutions to help address every aspect of clients’ financial lives.
About
Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic management and asset management to individuals and institutions. Several GWIM businesses provide clients a premier level of wealth management and investment services by offering customized financial solutions designed to help them reach their goals. Clients have access to a range of services offered through: Merrill Lynch Wealth Management provides clients a personalized financial review and hands-on advice and guidance through a network of approximately 15,000 Financial Advisors throughout the world. Clients with a personal wealth profile of at least $250,000 of investable assets can meet with a highly trained Merrill Lynch Financial Advisor who is committed to understanding their needs and supported by the broad resources of Merrill Lynch. Clients can receive: A disciplined investment strategy approach that begins by fully comprehending their current financial situation and goals for the future. Customized, sophisticated financial strategies and solutions that go beyond investing in stocks and bonds to help address every aspect of their financial life. A wealth management framework for organizing and integrating all of their investment objectives.
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