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MADISON, WI

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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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.


About the Manager: Chris Tierney is the Resident Director of the Madison office. Chris began his career with Merrill Lynch in 2000 after attending the University of Wisconsin - Madison with a triple major in Finance, Marketing and Management. He lives in Verona with his wife Stacie and son Davis.

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 Lynch 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 Lynch, 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 Lynch 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.

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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Work Culture

Our culture is dedicated to providing continuous professional training, mentoring and technology for new and experienced advisors.

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