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GRAND JUNCTION, CO

Merrill Lynch Branch Office

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.

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The Grand Junction office is located at the corner of 7th and Rood in downtown Grand Junction. We have been at this location since November of 1998. The office opened in September of 1992. We have 15 employees, 11 of which are Financial Advisors ranging in experience from 3 to 35 years. The office and its staff proudly participate in various charitable fund raising events and organizations throughout the Grand Junction and Mesa county areas. 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 Lynch principles of Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, and Integrity.
We provide 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 is necessary to permit frank discussions on a wide range of individual, multi- generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch 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.

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 goals-based wealth management strategies 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’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.

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, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Careers

The Branch is always seeking advisors and teams who want to understand more about the investment insights of Merrill Lynch and providing access to the banking convenience of Bank of America to help you establish professional recognition. Combine our brand awareness with our entrepreneurial business style…our innovative financial services with an openness to try new ideas…our breadth of strategies 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.

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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 strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

Grow & Learn

Merrill Lynch 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