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The Memphis office of Merrill Lynch has served the financial needs of Memphis and surrounding communities since the 1920s. We are home to a group of extraordinary Financial Advisors with in depth experience and knowledge in finance, dedicated to serving the needs of clients. Our mission in the Memphis office is: “To go beyond financial strategies to be an Essential Resource to clients.” To that end, we assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies through a total Wealth Management Process. The process includes goal-setting, asset allocation, portfolio management, liability management, tax minimization, asset protection and performance review. We also work with business owners through all stages of the business life cycle, from growth to maturity, by providing cash management for day to day operations, and financing for growth opportunities. Additionally, through our office, clients can take advantage of customized strategies through a network of Wealth Management Specialists in the areas of Portfolio construction, consumer banking services, insurance, trust and estates, not for profit and endowments, retirement and 401(k)s, business financing, capital expansion, succession planning and structured investments. The Resident Director located in the Memphis office is Tom Williams. Other members of the Nashville-Memphis Leadership Team include Tyson Moore, Managing Director; Scott Matisak, Administrative Manager. For more information, please contact Tom Williams at 901-756-2000 or 800-937-0319.
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.