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LOUISVILLE, KY

Merrill Lynch Wealth Management 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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Branch Office Profile

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.

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.

Andrew Miller,

C(k)P,

CPFA,

CIMA

Financial Advisor

Alyce W. Weixler,

CIMA

Senior Vice President

Wealth Management Advisor

Phillip B Gross

Vice President

Senior Financial Advisor

Erskine Howard Courtenay

Assistant Vice President

Financial Advisor

Kayla Deyer,

C(k)P,

CPFA,

CRPC

Financial Advisor

W Tyler Speer

Vice President

Financial Advisor

Susan S Sadr,

ADPA,

CRPC

Senior Vice President

Wealth Management Advisor

George Thornhill

Vice President

Financial Advisor

Stephen Wilkinson

Vice President

Financial Advisor

Burdette Park,

CPFA

Vice President

Senior Financial Advisor

Office Team

John L. Gardner| MLWM Market Executive| Managing Director

CPWA

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.

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.

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.

Learn more about careers at Merrill Lynch Wealth Management