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SOUTHCOURT BUILDING3211 SHANNON RD.
The Merrill Lynch office in Durham focuses on delivering wealth management solutions to high net worth individuals and businesses,based upon the clients risk tolerance,time horizon, liquidity needs and overall investment goals,while delivering exemplary service. It is our goal to differentiate Merrill Lynch from other financial services companies and to educate our clients on the value of disciplined saving and investing with a focus on personalized client service. Our practice is built on our extraordinary commitment to client service. Through our team of 23 knowledgeable Financial Advisors and 7 dedicated Client Associates, we provide highly personalized attention based on an in-depth, detailed understanding of your unique financial situation and life objectives—and tailored solutions designed to address them. Our entire team is passionate about meeting your needs and providing you with a positive experience. Our primary focus is to go beyond financial solutions and help our clients achieve the life they want.Some or all alternative investments may not be suitable for all 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.