Merrill Lynch

Specialties

Our approach to wealth management is focused on providing comprehensive financial plans and advice for our clients. We take the time to listen and review every individual’s financial situation, preferences, and goals. From that, we make recommendations that accurately reflect income and growth expectations, and furthur explore solutions that cover a wide range of opportunities, including investments, retirement, insurance, estate planning services, and banking.

History

Established in 1914.

The company was founded on January 6, 1914, when Charles E. Merrill opened his Charles E. Merrill & Co. for business at 7 Wall Street in New York City. A few months later, Merrill’s friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. At that time, the firm’s name included a comma between Merrill and Lynch.