MADISON, WI

We follow a client focused wealth management process whereby our Financial Advisors take the time to understand what is most important to you, your family and your business. We help you establish goals and objectives and then implement financial strategies to address unique and specific challenges.

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.

At Merrill, we believe that wealth isn't just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Starting with your life priorities as a foundation, your Merrill advisor can recommend a wide variety of financial strategies to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you —not the market—at the center of all we do.