Merrill Lynch Wealth Management in Southampton, NY, is a premier provider of financial planning and investment advisory services. As a division of Bank of America, Merrill Lynch brings decades of experience and a well-established reputation in wealth management to individuals, families, and businesses. The Southampton office serves clients with personalized financial strategies that align investment goals with life priorities, focusing on long-term financial health. Their team of financial advisors offers comprehensive support—ranging from retirement and estate planning to customized investment portfolios.

The firm is distinguished by its client-first approach, offering guidance backed by institutional research, cutting-edge financial tools, and the robust resources of a global financial institution. Merrill Lynch also stands out for its commitment to financial education, helping clients make informed decisions. Many advisors specialize in serving specific communities and industries, providing tailored insight and relevant financial counsel. Their affiliation with Bank of America also enables seamless integration of banking and lending with wealth management solutions.

Website: https://advisor.ml.com/sites/ny/southamptonny

Key Services:

– Comprehensive financial planning
– Investment advisory and portfolio management
– Retirement planning and wealth preservation
– Estate and legacy planning
– Education funding strategies
– Access to banking and lending through Bank of America
– Risk management and insurance strategies
– Business owner financial strategies