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4725 WHITESBURG DRIVE
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The Merrill Lynch Huntsville Office consists of experienced Financial Advisors who are dedicated to helping high-net-worth individuals—and their families and businesses— achieve their financial goals and receive superior customer service.We are committed to exceeding your expectations in every area, and we work to make every contact and communication a positive one for you. We make it a priority to reach out to you to see if your needs and concerns are being taken care of.We employ Merrill Lynch’s time-tested wealth management process on your behalf. We begin by taking the time to fully understand your current financial situation so we can offer knowledgeable, individualized strategies and solutions.We welcome the opportunity to demonstrate how we can make a significant difference in your life through strategies that can include wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors. Our most deeply held commitment and tradition is that clients’ interests come first. We are prepared to use our experience and move quickly as your goals change, family or businesses situations develop and new financial commitments arise.We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal, and we encourage you to contact us at any time. We support our communities as volunteers and sponsors of local charities, including the arts, children’s programs, and health-oriented activities.
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.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
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.