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Merrill Lynch Wealth Management Financial Services

500 Lee Street, E-Ste. 1100
Charleston, WV 25301-3201
(304) 347-2500
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about us

For more than thirty-seven years and through every market cycle, Merrill Lynch's Charleston office has put clients and 'big picture' thinking at the center of everything we do. While the approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the dedicated Merrill Lynch Financial Advisors who comprise the Charleston branch office, and the broad array of resources and support available to each of them through the entire Merrill Lynch Wealth Management organization. Our goal is to be an ''essential partner'' to our clients.

Our wealth management process begins by getting to know and understand our clients, taking the time to learn about their priorities and needs, and collaborating with them to develop an individualized wealth management plan. We believe that our role goes beyond assistance with just stocks and bonds. Drawing upon the resources of Merrill Lynch and Bank of America, in addition to assistance with investment management, we offer services related to: retirement income, insurance, educational funding, charitable giving, pension and deferred compensation services for business, executive guidance on concentrated stock positions and stock options, and estate planning services, including working closely with clients' other professionals, such as attorneys, accountants and tax specialists. Additionally, we offer the services of our Bank of America Wealth Management Bankers who can provide a variety of cash management, credit and lending strategies.


  • Offering investment advice and planning
  • Estate planning and wealth transfer services available
  • Our credit & lending services include credit cards, mortgage financing, home equity financing & securities-based lending
  • Offering banking services and solutions for business
  • Our goal is to be an essential partner to our clients