Merrill Lynch Wealth Management
InvestingHours:
1819 Main St 12th Floor, Sarasota FL 34236 Hours
About Merrill Lynch Wealth Management
The Sarasota, FL Branch welcomes the opportunity to demonstrate why we believe we can make a significant difference in your life through goals-based wealth management strategies, including retirement income planning and access to philanthropic services through Bank of America.
Most Recent Reviews
March 2025
Julie was fantastic! I really felt like she understood my needs and took action swiftly! Kat also made me feel very comfortable with her plans for my financial future! Highly recommend this team <3
October 2024
Best experience ever yesterday with Liz D. Extremely knowledgeable and helpful and she definitely went the extra mile. Mission accomplished. Thanks for helping our handicapped uncle.
November 2017
Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.
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