Bridge to a more bullish future?
In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
HARRISBURG, PA
Merrill Lynch Wealth Management Branch Office214 Senate Avenue
Suite 501
Camp Hill, PA 17011-2344- Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PMSee More Hours
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We work to give each client meeting the character of an intimate family gathering, supported by the branch and Merrill’s global resources We believe that when financial advisors and clients connect on a “local” level, there can be the benefit of clearer understanding and support.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
About Us
With approximately 20 financial advisors among the branch’s teams, we can offer approaches that come from years of combined wealth management knowledge and experience. We also stress that the branch role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill, the financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and access to estate planning services, while working with your outside professionals, as needed, such as estate and tax attorneys.*
*Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Culture
The entire branch staff—operations, administration, support and divisional executives—takes pride in being part of an organization that is focused on providing exceptional client service and satisfaction. Because of the commitment of our entire branch, we can deliver services designed to help you meet virtually every investment challenge you may face.
Community
All of us at the branch—financial advisors, wealth management client associates, office and leadership teams—aspire every day to honor the commitment of our founder, Charles Merrill, to put clients’ interests first. We also believe in giving back to the community.
Client Commitment
As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Advisors at This Location
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can agree upon a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Careers 2
Are you prepared to take your career to the next level? If you’re highly entrepreneurial, enjoy talking to people about goals and objectives, and appreciate an opportunity to access the global resources of Merrill to help clients achieve their goals, consider a career as a financial advisor.
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Work Culture
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
Rewarding Career
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
Access to Resources
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Grow & Learn
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.
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