Now’s the time to have the bull at your back, with Merrill.
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
LOUISVILLE, KY
Merrill Lynch Wealth Management Branch Office101 Bullitt Lane
Floor 04
Louisville, KY 40222- Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PMSee More Hours
- Learn more about an advisor's background onFINRA's BrokerCheck
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
Culture
We believe our branch has built a positive reputation in the Bluegrass region by focusing on financial needs of professionals— doctors, lawyers and accountants with substantial wealth—who need professional assistance in managing risk and preserving wealth for the next generation and the generations that follow. Our advisors focus on helping to simplify professionals’ financial lives by navigating them through the complex, changing environment that may often accompany significant wealth. And we offer strategies designed to help clients preserve their wealth, guide their philanthropic gifting, and fulfill their legacies.
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.
MVHB & Associates
Wealth Management Group
Heil & Associates
Wealth Management Group
Barlow Associates
Wealth Management
Paul Oberst
Senior Financial Advisor
Don H. Hardison
Financial Advisor
Anna Kravchuk
Financial Advisor
Robert B. Clements
Financial Advisor
J. Stephen Turner II
Financial Advisor
Office Team
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.
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.
.jpg)
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
Hours
Contact
Map
Contact
With FINRA'S BrokerCheck, you can find out:
- If a broker or brokerage firm is registered.
- What has been disclosed to regulators.
- About a broker's past experience.
- What a broker or brokerage firm is qualified to do.
You are leaving the Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") website and are being redirected to FINRA's BrokerCheck. The website is not owned by Merrill, Bank of America or their affiliates and is subject to separate terms and privacy policies.
You are now leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill").
By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the 'Return to Website" button now to return to the previous page, or you can close the new window after you leave.