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2611 E. OAKLAND PARK BLVD
Floor No. GR,
Through every market cycle, Merrill Lynch’s Fort Lauderdale Complex has put “big picture” thinking at the center of everything we do. While our approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the more than 200 dedicated Financial Advisors and Client Associates from our 6 offices throughout southern Florida. We team with each other—and with Merrill Lynch specialists, when appropriate—to be certain clients receive recommendations designed to help them pursue their goals and dreams.
We’re dedicated to helping clients reach goals that are personally meaningful to them. Our Goals-Based Wealth Management Process gives clients and their advisor teams the opportunity to work together to define goals and priorities, then to determine the appropriate approach to help them strive to achieve them. Using the vast resources of Merrill Lynch, we can also assist Clients with *tax-minimazation strategies, retirement planning, insurance, educational funding, charitable gifting, 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.
Our teams provide access to Wealth Management Bankers from Bank of America, N.A.who can offer cash management, credit and lending strategies, including residential lending and liquidity management. And we also address business owners’needs with access to our Global Commercial Banking group, which offers strategies and solutions for companies and not-for-profit institutions with revenues ranging from $3 million to $2 billion.
We would like to show you how our professionalism and dedicated client service can benefit you, your family and your business. Call the office nearest you.
*Neither Merrill Lynch nor it's Financial Advisors provide tax, accounting or legal advice. Clients should review with their 'other' Professional Advisors.
Greater Fort Lauderdale Complex Branch offices:
Aventura, FL 305-933-6200/800-937-0335
Coral Springs, FL 954-755-6500/954-937-0277
Fort Lauderdale, FL 954-537-3800/800-456-7957
Fort Lauderdale, FL (Las Olas Blvd.) 954-357-4500/800-937-0279
Plantation, FL 954-916-2800/800-937-0613
Weston, FL 954-349-9360/800-663-7477
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 Merrill Lynch Trust Company, a division of Bank of America, N.A. 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 Merrill Lynch Trust Company 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, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.