Sherry Wegmuller, AGT - Merrill Lynch

Merrill Lynch Wealth Management is a leading financial services firm located in Clearwater, FL, offering a wide range of solutions designed to meet the diverse needs of individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch aims to help clients reach their financial goals by creating personalized strategies that revolve around their unique circumstances.

Through their comprehensive wealth planning platform and access to the resources of Bank of America, Merrill Lynch advisors provide guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. Committed to client service and satisfaction, the advisors at Merrill Lynch Clearwater branch strive to fully understand each client's financial situation and collaborate with them to create long-term financial strategies that align with their objectives. Additionally, the branch actively engages in volunteerism and charitable outreach to support the communities in which they operate.

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