Merrill Lynch Wealth Management is a leading financial institution based in New York City, offering a wide range of solutions designed to meet the diverse needs of its clients. With a commitment to professionalism, responsiveness, and service, Merrill Lynch combines the culture of a boutique family office with the resources of a global financial institution to provide exceptional wealth management services.
The 712 Investment Group, operating under Merrill Lynch Wealth Management, is a highly regarded team of wealth management professionals with offices in New York City, the San Francisco Bay area, and Charleston, SC. Founded in 1992, the group is known for its expertise in serving high net worth individuals and families, and has been recognized for its outstanding performance and client-focused approach.
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