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How a Merrill Lynch Financial Advisor Can Help with Your Financial Goals

It all starts with you.
Your life. Your priorities. Our advice and guidance.

Explore examples of how your dedicated advisor will lead you through our process below.

  • process icon #1

    Understanding you

    The first step is to get to know you, your feelings towards investing and financial situation.

  • process icon #2

    Creating your strategy

    Experience allows your advisor to build a unique strategy based on your needs.

  • process icon #3

    Helping to keep you on track

    Your advisor will help guide you, making adjustments as your needs change.


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Understanding you

Understanding you

You'll start with an in-depth, face-to-face meeting with one of our highly-credentialed advisors. 


Here are some examples of how your advisor will get to know you:

Creating your strategy

Creating your strategy

Next, with the expertise of our Chief Investment Office, your advisor will provide a clear and informed point of view and strategies based on your needs - designing an approach that you're comfortable with.


These demonstrations show how your advisor gets your strategy in motion:

Keeping you on track

Keeping you on track

Wealth management is an ongoing process. You'll meet with your advisor often and have in-depth annual reviews, one-on-one. You can and should revisit your goals often, course correcting as needed.


Here are some examples of how you can make adjustments and monitor your performance:

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