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300 SOUTH ORANGE
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The Merrill Lynch Central Florida Complex, eleven offices with approximately 170 experienced Financial Advisors and 60 highly service-oriented Client Associates, goes beyond stocks and bonds to focus on what matters most to you. We use a five-step goals-based wealth management process designed to help you and your Advisor structure an investment approach customized to address your unique set of concerns and goals.Beginning with Merrill Lynch’s proprietary Investment Personality Assessment, you and your Financial Advisor can gain an understanding of your investment mindset and approach, and select an appropriate mix of strategies to help you pursue your unique goals. Using the vast resources of Merrill Lynch, we can offer guidance on insurance, retirement income and annuities, educational funding, charitable gifting, pension and deferred compensation services for businesses, executive guidance on concentrated stock positions and estate planning services. We also work closely with your other professionals, such as attorneys, accountants and tax specialists which can be of particular help to clients who are part-time Orlando-area residents.One of the major advantages we can offer you is access to a Merrill Lynch Banking Advisor from Bank of America, N.A., who can review and help strategize cash management, credit and borrowing needs and opportunities. Business owners and executives can also access the Global Commercial Banking group, which offers strategies and solutions for companies and not-for-profit institutions with revenues ranging from $3 million-$2 billion. Our ability to access the investing acumen of Merrill Lynch and the banking strength of Bank of America offers a way for you to fully integrate and manage all the pieces of your financial life. We believe there is no finer staff to serve you. Our Financial Advisors have more than 200 professional designations and certifications, including 50 who are certified for discretionary portfolio management. Call to speak with an Financial Advisor.
DOWNTOWN ORLANDO 300 SOUTH ORANGE, SUITE 800 ORLANDO, FL 32801407-839-2525 DAYTONA BEACH 1616 CONCIERGE BOULEVARD DAYTONA BEACH, FL 32117386-274-3000 HEATHROW 160 INTERNATIONAL PARKWAY HEATHROW, FL 32746407-333-8300 WINDERMERE 4705 S APOPKA VINELAND ORLANDO, FL 32819-3102407-909-2125WINTER PARK 400 PARK AVENUE SOUTH WINTER PARK, FL 32789407-645-1212 CELEBRATION 700 CELEBRATION AVE CELEBRATION, FL 34747-4602321-559-5001 DELAND 125 EAST INDIANA AVE DELAND, FL 32724386-943-8558 THE VILLAGES 1100 CANAL STREET THE VILLAGES, FL 32162352-350-2700MELBOURNE100 RIALTO PLACE, SUITE 900MELBOURNE, FL 32901321-729-8600VIERA5240 DEVEREAUX DRIVE, SUITE 103MELBOURNE, FL 32940321-757-8003MERRITT ISLAND775 E. MERRITT ISLAND CAUSEWAY, SUITE 300MERRITT ISLAND, FL 32952321-459-80035200
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.