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The Merrill Lynch Downtown Seattle Office has long developed and delivered wealth management strategies to high net worth individuals and successful businesses. While each of our offices has its own team of experienced Financial Advisors – nearly 70 in our Seattle office headquarters, and approximately 140 in all, they serve a diverse clientele whose $17 billion in assets and liabilities (as of Oct. 9, 2015) are entrusted to us. We work hard to articulate what’s important to clients – their families, lifestyles, careers, philanthropic endeavors, and goals. Through a disciplined process, we build and align financial strategies that aim to optimize outcomes and experiences – rather than focus on industry benchmarks.By leveraging the technology, research and collaborative resources that differentiate our Firm, we can provide investment advice, private banking services, personal and business lending, and estate planning strategies. We are diligent in advising clients during key life stages – with customized wealth accumulation, wealth preservation, and wealth transfer strategies. In addition to liability management, and tax minimization, we assist clients with concentrated stock positions, hedging liquidity strategies through alternative investments*, options and customized liquidity contracts.We help serve the specialized needs of business owners. Recognizing their circumstances change quickly, we are responsive in providing cash management for day-to-day operations, short term financing for capital expansion, and long-term financing for equipment or acquisition of a new site. We also assist with succession planning, group benefit plans and with the private sale of their business.Each client deserves a premium level of personal attention and our very best efforts. We are well aware that our performance can help determine theirs. Our most deeply held principle at Merrill Lynch is that clients come first. Our Financial Advisors are proud to be part of that tradition.*Some or all alternative investments may not be suitable for certain investors.
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.