📍 100 Whetstone Pl Ste 203, Saint Augustine, FL, 32086
📞 904-808-3760
🌐 local.ml.com/st.augustine
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.