important to you?
You have priorities and we have the insights you need to keep them front
It starts with you
success is about helping you reach your goals, not a number.
A real advantage
Industry-leading research and expert
analysis are here to help you stay ahead.
the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
know some of our other financial advisors.
272 W HANCOCK AVEATHENS,
Learn more about an advisor’s background on FINRA’s BrokerCheck
For more than 40 years, and through every market cycle, Merrill Lynch’s Athens, Georgia office has put clients at the center of everything they do. While the approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the 16 dedicated Merrill Lynch Financial Advisors who comprise the Athens branch. We share ideas and team with each other to be certain clients receive targeted strategies and recommendations designed to help them achieve their goals and dreams.
Our wealth management process begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating with them to develop individualized investment strategies. We also express to them a strong belief that our role goes beyond assistance with stocks and bonds. Using the vast resources of Merrill Lynch, we can also assist with insurance, educational funding, charitable gifting, retirement income, pension and deferred compensation services for businesses, executive guidance on concentrated stock positions and stock options, and estate planning services, including working closely with clients’ other professionals, such as attorneys, accountants and tax specialists. We can offer clients access to a Wealth Management Lending Officer from Bank of America, N.A., who can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.Our commitment to clients extends into their communities. We believe in giving back to the neighborhoods and towns we serve, and we are enthusiastically involved with organizations such as Athens YMCA, United Way of Northeast Georgia, Mercy Clinic, Boys and Girls Club of Athens, Northeast Georgia Food Bank, University of Georgia Foundation, Athens Technical College, St. Mary’s Foundation, Athens Regional Foundation, Athens Neighborhood Health Center, Cancer Foundation of Northeast Georgia.Let us show you how The Power of the Right AdvisorTM can benefit you and your family.*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
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.