Fidelity First

At Charter Financial Group, we believe in a relationship-focused, team approach to help define what is important to your family legacy. While we understand money is essential, we focus on family, friendships, and the career you’ve worked so hard to build. It is our core belief that money is the necessary fuel for the engine of life, whereas wealth is all-encompassing of the people and moments that add value and joy to our lives.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Welcome to Merrill Lynch in Annapolis, MD. 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.