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LOUISVILLE, KY

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 Louisville office has proudly served the financial needs of the local community for over 40 years. At the heart of our philosophy is a desire to build enduring client relationships. Working side-by-side with our clients, Merrill Lynch Financial Advisors see a client's life in total. They help all the pieces work together. And they help the whole become something greater. Our Financial Advisors take the time to understand your life in full and in depth. They look beyond the single dimension of investments and find powerful, innovative ways to integrate and leverage all the pieces of your financial life. We invite you to contact our office for an appointment with one of our Financial Advisors. Our office is conveniently located on the East End of Louisville near the Oxmoor Mall.
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 almost always accompanies significant wealth. And we offer strategies designed to help clients preserve their wealth, guide their philanthropic gifting, and fulfill their legacies.

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.

As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, 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.

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

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.

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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