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Merrill Lynch Wealth Management Opens New Office in Lakewood Ranch, Florida

11 Mar 2019 2:09 PM | Amy Treis (Administrator)

Lakewood Ranch, Florida – Merrill Lynch today announced the opening of a new office in Lakewood Ranch to provide comprehensive wealth management strategies and personalized advice and guidance for individuals, families and businesses in the surrounding area.

“This opening is another exciting step towards broadening our network of strategically located offices in growth regions,” said Erik Vatter, Market Executive. “Merrill Lynch Wealth Management is centered on the enduring relationships between our financial advisors and our clients, and with Bank of America, clients have access to even more resources and bank offerings to help them with all aspects of their financial lives.”

The new office will be located at 6311 Atrium Drive and the space will accommodate growth and the addition of new financial advisors and employees. To reach a financial advisor at the new Merrill Lynch office in Lakewood Ranch, please call 941.413.4520.

The public is invited to attend an open house event on March 19, 2019 from 9:00 am to 2:00 pm at 6311 Atrium Drive to learn about the offerings and services available through Merrill Lynch Wealth Management.

Date: Tuesday, March 19, 2019

Time: 9am Ribbon Cutting - In partnership with Lakewood Ranch Business Alliance

           9am-2pm Open House - Refreshments served

Location: 6311 Atrium Drive, Lakewood Ranch

Bank of America Corporation

Merrill Lynch is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,838 financial advisors and $2.3 trillion in client balances as of September 30, 2018, it is among the largest businesses of its kind in the world. Bank of America Corporation, through its subsidiaries, specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Within Merrill Lynch, the Private Banking and Investment Group focuses on the unique and personalized needs of wealthy individuals, families and their businesses. These clients are served by approximately 200 highly specialized private wealth advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch is part of Bank of America Corporation.  

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

MLPF&S is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation.

© 2018 Bank of America Corporation. All rights reserved. ARL3WLWC

8430 Enterprise Circle, STE 140
Lakewood Ranch, FL 34202

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