Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Default Image

GRAND JUNCTION, CO

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

The office is located at the corner of 7th and Rood, downtown. We have been at this location since November of 1998 but have maintained a presence in Grand Junction since September of 1992. We have 13 employees, 6 of which are Financial Advisors, with experience as high as 38 years. Our mission is to guide the businesses, individuals, and families we have the privilege of working with to the successful achievement of their financial goals. We strive to accomplish this by providing the best possible service while practicing the Merrill principles of Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, and Integrity.

Culture

The branch is committed to providing transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how the branch and the wide array of services offered may benefit you.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

Client Commitment

We recognize that each client is unique, and we shape our sophisticated wealth management strategies to reflect those differences. Many of our clients are still actively pursuing and accumulating wealth, and we work closely with them to develop a goals-based wealth management approach that can help define their long-term financial needs, lifestyle desires, wealth transfer and legacy objectives and, through access to Bank of America, their philanthropic interests. We understand that clients need to balance and prioritize multiple goals, and we believe we are well-positioned to help them do so.

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.

Office Team

Julie Scholes| Registered Senior Wealth Management Client Associate

Sabrina Honeycutt| Wealth Management Associate| Assistant Vice President

Janette Jaynes| Wealth Management Client Associate

Jennifer Downing| Wealth Management Client Associate

Kalie Carr| Wealth Management Client Associate

Jessica Zopf| Wealth Management Client Associate

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

Careers 8

The branch is always seeking advisors and teams who are motivated to understand more about the investment insights of Merrill and access to the banking convenience of Bank of America. Combine our brand awareness with our entrepreneurial business style…our innovative financial services with an openness to try new ideas…our breadth of potential solutions along with the specialists to support them…and see for yourself how we can help your business thrive with a program designed to help you enrich clients’ financial lives.

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.

Learn more about careers at Merrill Lynch Wealth Management