One of the oldest wealth management firms in the city, and one of the largest (with more than $3 billion in assets and liabilities under management) Merrill Lynch in Montgomery is celebrating 85 years of providing financial advisory services to its clients.
NUMBER OF EMPLOYEES: 36
WHAT ARE MERRILL LYNCH’S PRIMARY SERVICES?
Merrill Lynch provides a variety of financial and investment products and services – more than 200 – like estate planning, insurance, mortgages and more to a diverse array of clients. In every instance, helping clients reach their unique financial goals is the priority. Investment professionals create a wealth outlook for clients that focuses on seven key areas and can grow and evolve with them. It’s a hands-on, custom approach that’s at the foundation of the firm’s client-centered philosophy.
WHAT MAKES MERRILL LYNCH STAND APART?
We are not just financial advisors. We ask our clients “What do you want the power to do?” and we guide them through the steps to do it. Thanks to the committed service we provide and the trusting relationships that develop as a result, our clients become like family, and we treat them as such. Merrill Lynch is also heavily involved in this community, donating individually and offering corporate support, serving on boards and volunteering our time and talents to a variety of causes and organizations. Finally, our use of technology is on the leading edge of our industry. We spend millions each year on cyber security to safeguard our clients’ information.
TO WHAT DO YOU CREDIT ML’S LONGEVITY IN MGM?
First, the strength of the Merrill Lynch brand, the firm’s proven responsibility and solid leadership. Secondly, our management has made us fortunate to find and keep good employees here, and they
are a reflection of this community; they are key to our success. Finally, we stay on the forefront of our industry, whether it is digital engagement or our system capabilities for our clients.
WHAT’S ON THE HORIZON FOR MERRILL LYNCH’S NEXT 85 YEARS?
We will continue with our commitment to our clients and to this community. We are excited about the future of Montgomery and the River Region. There are so many positives now and so many wonderful things on the drawing board. We have grown with the city and want to continue to be a part of that growth. And we will continue to work hard to have a meaningful presence here, in our home, by staying connected and involved. We always have been; we always will be.