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PORTLAND, OR
Merrill Lynch Wealth Management Branch Office1211 Sw 5th Avenue
Suite 2400
Portland, OR 97204-3793- Hours of Operation: Mon - Fri: 8:00 AM - 3:00 PMSee More Hours
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
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About Us
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Culture
Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.
Community
Through our volunteerism and charitable outreach, our 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
As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management 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.
Carrano & Associates
Wealth Management Team
The Arn Group
Wealth Management Advisors
August Riley Cohen
Financial Advisor
Brendan Flohr
Financial Advisor
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 help you create 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.
Events
Attend one of our upcoming events
Career Conversation and Town Hall
1211 SW 5th Ave., Suite 2400, Portland, OR, 97204
Aug 31st, 2022 | 5:30PM-7:00PM PST
Career Conversation and Town Hall; August 31st @ 5:30pm
An open discussion on the Advisor Development Program and Merrill Financial Solutions Advisor.
To secure a seat, please RSVP by August 29th, 2022 to
Nancy Carrillo at Nancy.Carrillo@BofA.com or 916.326.3167
The Merrill Financial Solutions Advisor (MFSA) and Advisor Development Program (FSA) will provide you with the necessary training and guidance through a defined path to become a Merrill Financial Advisor. This program will provide you with the opportunity to work with both affluent and high net worth clients, identify life priorities, develop relationships, review investment goals, and prepare investment recommendations. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own clients, we’ll prepare you with everything you need as you develop your practice. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Whereas, the FSA program provides the perfect entry point for professionals looking to start their practice in wealth management. Progression to the next level of the program is anticipated once you have successfully demonstrated growth and achieved your metrics as an MFSA or FSA.
Required skills:
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Is a self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
Required for MFSA:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Career Conversation and Town Hall; August 31st @ 5:30pm
An open discussion on the Advisor Development Program and Merrill Financial Solutions Advisor.
To secure a seat, please RSVP by August 29th, 2022 to
Nancy Carrillo at Nancy.Carrillo@BofA.com or 916.326.3167
The Merrill Financial Solutions Advisor (MFSA) and Advisor Development Program (FSA) will provide you with the necessary training and guidance through a defined path to become a Merrill Financial Advisor. This program will provide you with the opportunity to work with both affluent and high net worth clients, identify life priorities, develop relationships, review investment goals, and prepare investment recommendations. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own clients, we’ll prepare you with everything you need as you develop your practice. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Whereas, the FSA program provides the perfect entry point for professionals looking to start their practice in wealth management. Progression to the next level of the program is anticipated once you have successfully demonstrated growth and achieved your metrics as an MFSA or FSA.
Required skills:
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Is a self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
Required for MFSA:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Articles
Careers
No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.
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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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