BOULDER, CO
Merrill Lynch Wealth Management Branch Office921 Walnut Street
Floor 01
Boulder, CO 80302- Hours of Operation: Mon - Fri: 8:00 AM - 4:00 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
About Us
With approximately 30 financial advisors among our 11 teams, we can offer 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, our financial 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.
Sales, Krochmal & Associates
Wealth Management
The Scharff / Van Kessel Group
Wealth Management Group
MacMahan, Tater, & Associates
Private Wealth Advisors
The Peters Wealth Management Group
Wealth Management
Robert (Bob) W. Eldridge Jr.
Financial Advisor
Office Team
Jacob Van Kessel| Resident Director - Wealth Management Advisor| Senior Vice President
Let’s Have a Conversation
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Articles
Careers
No matter what your current career may be, if you have the mindset and motivation to be a Merrill Lynch Wealth Management Advisor, you should consider the opportunity! Let us help you tap into your motivation, ambition and previous successful accomplishments to what could grow into a rewarding career.
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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.
Hours of Operation
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