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Merrill Lynch Wealth Management

3.8

About this business

Welcome to Merrill Lynch in CARY, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs. 

Location details

5000 Valleystone Dr, Cary, NC, 27519, United States

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WeekdayScheduleStatus
MonClosed
Tue8:30 a.m. to 4:30 p.m.
Wed8:30 a.m. to 4:30 p.m.
Thu8:30 a.m. to 4:30 p.m.
Fri8:30 a.m. to 4:30 p.m.
SatClosed
SunClosed
3.85 reviews
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Tica María's profile image
Tica María 
on Google
a year ago

I've been with Merrill and the Edwin Braswell team for nearly 15 years and they've always been super professional, helpful and above all kind. The market has its ups and downs and over the years Edwin's team has always gone out of their way to look out for me and my family's financial best interests. Edwin consistently communicates and keeps me updated during the good and challenging times--and my portfolio has done great! I appreciate his genuine honesty and diligence for his clients. I give him my highest recommendation. 

Nathan Annis's profile image
Nathan Annis 
on Google
2 years ago

Top notch advisors and facilities!!! 

Louis Kingsberry's profile image
Louis Kingsberry 
on Google
2 years ago

It was good 

Donna Kariotis's profile image
Donna Kariotis 
on Google
5 years ago

The Thomas Group was very helpful and knowledgeable when posed with our investment and retirement questions. Their answers were quick and on point. They were not overzealous to sell us something that was not right for us. Would recommend this firm for any personal or business financial matters. 

Danny Parker's profile image
Danny Parker 
on Google
7 years ago

Previous leadership at this location, Steve Eubanks and Michael Lappin, were and still are true wealth management professionals. They left ML several years ago!? After today's experience with the new leadership, ML will have finally lost ALL my family's accounts! We'll be moving to a more professional, more customer satisfaction driven firm as fast as ML can process the paperwork...which, I expect, will not be very fast!!:-/ 

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Frequently asked questions about Merrill Lynch Wealth Management

How is Merrill Lynch Wealth Management rated?

Merrill Lynch Wealth Management has a 3.8 star rating with 5 reviews. 

When is Merrill Lynch Wealth Management open?

Merrill Lynch Wealth Management is closed now. It will open at 8:30 a.m. 

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