999 Waterside Drive
Norfolk, VA 23510-3306
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.
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
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.
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.
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.
Senior Vice President
Wealth Management Advisor
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.
Virginia Distillery Co., 229 Eades Ln, Lovingston, VA, 22949
May 19th, 2022 | 5:00PM-7:00PM EST
Join us at the Virginia Distillery Company, as the Guest Experience Manager walks us through some highlights and tasting notes of Courage & Conviction, their flagship American Single Malt whisky - a combination of their passion for Virginia and their dream to redefine American whisky.
At Virginia Distillery Co., every whisky barrel is a culmination of the world’s finest distilling, aged to perfection in the heart of Virginia’s Blue Ridge Mountains.
Hors D'oeuvres provided by l'etoile catering
The Golden Horseshoe Golf Club, 401 South England Street, Williamsburg
June 2nd, 2022 | 11:30AM-7:00PM
Join us for the 1st Annual Greater Virginia Golf Outing! Shotgun at 12:30 pm on the Gold Course at Golden Horseshoe Golf Club - one of America's 50 greatest public courses. Local world-long-drive golf pro will hit a 400 yard drive for every group to play.
Reception on the Regency Terrace to follow. Prizes and giveways will be awarded to the top players. Boxed Lunches provided at registration. Proper golf attire is required for all guests.
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 continuing 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.