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.
Merrill Lynch Wealth Management in Madison, WI is located in Manchester Place on the Capitol Square in downtown Madison. We take great pride in the standard of service we provide and our ability to leverage Merrill Lynch and Bank of America’s resources helping us to deliver on our commitment to excellence.
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 investment strategies to address unique and specific challenges.
Since 2007, our Madison Office has raised over $4.1 million for various local charities in the Madison area through our Merrill Grand Gala. The Gala has been one of the ways for our employees to give back to our community and we take great pride in our ability to help make a difference for the organizations we support.
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.
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.
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.
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.
Our culture is dedicated to providing continuous professional training, mentoring and technology for new and experienced advisors.
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.
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.
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.