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11724 OCEAN GATEWAYOCEAN CITY,
The Merrill Lynch Ocean City Office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering exemplary service. It is our goal to differentiate Merrill Lynch from other financial services companies and to educate the Ocean City community on the value of disciplined saving and planning with a focus on personalized client service. The key to the firm's sustained growth is its emphasis on integrated teamwork. Our team of wealth management advisors within Merrill Lynch bring a deeper and broader level of professional knowledge to clients, beyond just stocks and bonds, in addition to an elevated and more specialized level of service. This, coupled with Merrill Lynch's diverse portfolio of resources, make our firm one of the most attractive sources for holistic financial services in the area. Successfully managing each client's specific needs is critical to a long-term relationship. It is imperative to look beyond the single dimension of investments and find powerful, innovative ways to integrate and optimize all the pieces of a client's financial life. Merrill Lynch has witnessed an evolution of client sophistication and needs over the years. As a result, we have assembled global scale and depth to meet those needs and provide simplified strategies for our valuable clients. Our primary focus is to go beyond financial advice to be an essential partner to our clients by helping them pursue their financial goals with a high probability of success.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.