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The Philadelphia Metro Complex includes the parent office in Philadelphia and four associate offices located in Elkins Park, Jenkintown, Doylestown, and Media. The complex consists of 109 Financial Advisors, and 65 support staff who deliver world class service through an integrated wealth management process to help our clients achieve sophisticated financial strategies to complex financial needs.
About the Director: Lindsay DeNardo joined Merrill Lynch after over a decade at UBS, where she held several leadership positions in the wealth management business. In her previous role, Lindsay was the Complex Director for the Downtown Los Angeles Complex, where she was responsible for the management, supervision and business development of two branches, Downtown Los Angeles and Brea. Prior to her position as Complex Director, Lindsay served as the Director and Regional Sales Manager of the Southwest Region, and the Director and Assistant Branch Manager of the Beverly Hills Branch.Lindsay graduated from Vanderbilt University in 2001 with a B.A. in Spanish and Business Administration. Lindsay is a native of Philadelphia and resides in Center City.
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.