Merrill Lynch

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1003 Bishop St
Honolulu, HI 96813

Merrill Lynch Wealth Management in Honolulu, HI has been serving the Pacific Islands for over 60 years, offering a talented team of senior leaders led by Director and Market Executive Jesse Sheley. Their financial advisors provide personalized wealth management strategies, including retirement income planning, estate planning services, and guidance on concentrated stock positions.

Committed to client service and community support, Merrill Lynch's local branch emphasizes understanding each client's financial goals and collaborating on long-term financial strategies. Through volunteerism and charitable outreach, they contribute to the economic, social, and cultural well-being of the communities they serve.

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Reviews

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3.07 reviews
Photo of Christian P.
Christian P.
8/24/2024

Good company. With good people who really care about their clients. This office has been around for a long time, and is home to a lot of talent.

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Karen C.
4/29/2022

Representative service is less than zero. No promised follow up calls. Distribution requests are not properly processed. Call waiting times are extreme. Supervisors have no customer service...

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Jesse S.
9/10/2021

Wonderful office with great employees and service. They take care of all of their clients with courtesy and diligence. I love working with Merrill.

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Didi Z.
1/25/2019

The advisors here are very approachable! They focus on your individual needs and make sure you reach your goals. I highly recommend them!

Sue P.
12/17/2014

i walked into this office by accident, as my stockbroker Morgan Stanley was in this building recently. I was treated like scum by the receptionist, who looked and acted as if I was an idiot....

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United StatesHawaiiHonoluluMerrill Lynch