Merrill Lynch Branch Office

BRANCH PROFILE

The Chester office of Merrill Lynch, an active member of the community since 2000, focuses on delivering wealth management solutions to high net worth individuals and businesses while delivering unparalleled service.

We assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through an integrated wealth management process. The process includes asset allocation, portfolio management, liability management, tax minimization and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments, collars and customized liquidity contracts.

We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or the acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.

For more information or to work with a financial advisor please contact Ray Chase at (908) 879-3336 or e-mail at ray_chase@ml.com.