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SOUTH TOWER225 LIBERTY STREET
Floor No. 40,
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Whether the markets are ascendant or volatile, we believe it’s in the best interests of high-net-worth individuals to take advantage of the extensive wealth management knowledge—and commitment to personal service—offered by the 150 Financial Advisors of Merrill Lynch’s New York City Flagship Complex. Located since 1940 in the heart of the financial district and now based in the World Financial Center, just blocks from Wall Street, our Financial Advisors are prepared to assist every type of investor. Our collaborative network allows us to draw on each others’ experiences so we can offer customized insights, perspectives, skills and strategies that can help you identify and realize your personal and professional financial goals, including those related to wealth accumulation, preservation, multi-generational and wealth transfer issues. Our time-tested wealth management process begins by understanding your current financial situation. Combined with our ability to draw on industry-leading resources and professionals, we can work with you on devising the asset allocation that is crucial for pursuing your investment objectives and developing a portfolio diversification strategy to help manage risk and reduce vulnerability to market fluctuations. We offer sophisticated advice and guidance in the areas of liability management, tax minimization, concentrated stock positions, and hedging and liquidity. We also understand the emotional and financial issues of closely held businesses, including succession and estate division, short- and long-term capital expansion needs, equipment and site financing, group benefit plans and private sales. And we offer access to world-class cash management, credit and lending through Bank of America.We are proud that 97% of our Financial Advisors have professional designations, that many have been recognized in Barron’s list of Top 100 Advisors, and that our 65 Client Associates have received Merrill Lynch’s service quality award on many occasions. For details about solutions that may be right for you, call one of our Financial Advisors.
About the Manager Paul Sullivan is the Managing Director of the World Financial Center Complex. The parent office is located in the World Financial Center – South Tower. The associate office is managed by Kurt Schroder and is located on Staten Island, New York. The complex has 150 Financial Advisors and 50 Client Associates who are responsible for overseeing in excess of 20 billion dollars(12/18/2015) on behalf of clients that include individuals, small businesses as well as non-profit organizations. Paul began his career with Merrill Lynch in 1985 as a client associate in Merrill Lynch’s headquarters’ office in New York City. In 1987, Paul became a Financial Advisor in suburban Philadelphia, managing money for retail clients. In 1995, Paul entered management as an Associate Director and transferred to Indianapolis, Merrill’s district office for the Mid-West. Two years later, Paul was promoted to Director and transferred to La Jolla, California, to manage 4 offices in San Diego County. As a native of New Jersey, Paul transferred back to the East Coast in 2001 to run the Short Hills, NJ Complex. Soon after Paul’s arrival, he was promoted to Managing Director and led the complex for 7 years. In October of 2008, Paul was promoted and now runs one of Merrill Lynch’s flagship offices, the World Financial Center Complex. Paul celebrated 25 years with Merrill Lynch in January, 2010 and continues to lead his employees with extraordinary commitment to client service. Paul along with his wife and two children live in Madison, New Jersey. His hobbies include golf, surfing, fishing, snowboarding and motorcycling.
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