Bridge to a more bullish future?
In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
NORFOLK, VA
Merrill Lynch Wealth Management Branch Office999 Waterside Drive
Suite 1100
Norfolk, VA 23510-3306- Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PMSee More Hours
- Learn more about an advisor's background onFINRA's BrokerCheck
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
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About Us
The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.
Culture
The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.
Community
Through our volunteerism and charitable outreach, the 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 investing insights of Merrill, a disciplined wealth planning 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.
The AHM Private Wealth Management Group
Private Wealth Advisors
Campbell, Johnson & Earl
Wealth Management Group
Kristina Sevier
Senior Financial Advisor
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.
Events
Health: Retain your Brain
July 16th, 2024 | 6:00PM-7:00PM EST
An exclusive opportunity - Greater Virginia Virtual Summer Speaker Series: Income, Health & Security. Join us virtually as we discuss topics that matter most to you.
Ryan Sullivan, Applied Insights Managing Director, will teach us how to age-proof our most valuable asset: our brain. We’ll discuss actionable steps you can take to protect your brain and optimize your brain health today, so you can be the best version of yourself.
An exclusive opportunity - Greater Virginia Virtual Summer Speaker Series: Income, Health & Security. Join us virtually as we discuss topics that matter most to you.
Ryan Sullivan, Applied Insights Managing Director, will teach us how to age-proof our most valuable asset: our brain. We’ll discuss actionable steps you can take to protect your brain and optimize your brain health today, so you can be the best version of yourself.
Security: Faces of Fraud
Aug 14th, 2024 | 6:00PM-7:00PM EST
- Jeff Lanza, Author and Speaker, is a retired FBI Agent. He will share an exclusive presentation on how to stay safe from the latest threats. Jeff will offer clear-cut ways to help protect yourself and prevent fraud.
Jeff Lanza is a leading speaker on cybersecurity and identity theft, specializing in how individuals and businesses can stay safe from the growing threat of cybercrime and fraud. Prior to becoming an author and speaker, he served as an FBI special agent for over two decades, investigating cybercrime, organized crime, human trafficking, and terrorism.
- Jeff Lanza, Author and Speaker, is a retired FBI Agent. He will share an exclusive presentation on how to stay safe from the latest threats. Jeff will offer clear-cut ways to help protect yourself and prevent fraud.
Jeff Lanza is a leading speaker on cybersecurity and identity theft, specializing in how individuals and businesses can stay safe from the growing threat of cybercrime and fraud. Prior to becoming an author and speaker, he served as an FBI special agent for over two decades, investigating cybercrime, organized crime, human trafficking, and terrorism.
Articles
Careers 4
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.
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Work Culture
Our culture is dedicated to providing continuing 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 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.
Hours of Operation
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