North Liberty Trust Planning Services LLC

The Bank of New York Trust Company of Florida, based in Jacksonville, FL, is a subsidiary of BNY Mellon Corporation, a leading financial services company with a history dating back to 1784. Specializing in capital markets, financing, data analytics, and wealth management, they offer a wide range of solutions tailored to meet the needs of various clients including corporations, governments, individuals, and family offices. With a focus on sustainability, innovation, and client relationships, BNY Mellon Trust Company of Florida is dedicated to advancing the future of finance through their comprehensive services and deep market insights. Their commitment to diversity, inclusion, and community impact is evident in their client stories and recognition as one of the 'Most Just Companies' for championing a culture of inclusion.Generated from the website

UBS is a leading global wealth manager and universal bank based in Switzerland, known for its comprehensive range of financial services, investment solutions, and personalized advice tailored for discerning investors and families. With strong capabilities in wealth management, asset management, and investment banking, UBS serves clients from all walks of life, helping them achieve their financial goals. The firm emphasizes its foundation of strength and stability, with significant capital reserves and assets under management. UBS is committed to providing informed advice and customized solutions, catering to both individual clients and corporate institutions, while fostering a culture of sustainability and impact within the financial industry. Generated from the website

Welcome to Merrill Lynch in Jacksonville, FL. 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.