Merrill Lynch Wealth Management Advisor Simon Burke

Welcome to Merrill Lynch in Raleigh, 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.

Incepted in 1986, Johnson Lambert & Co. LLP is a multi-office, certified public accountant (CPA) firm with a national and selectively international client base. Located in Raleigh, N.C., it performs a range of tax compliance, consulting, SSAE 16 report preparation as well as audit and assurance services. The company focuses on serving clients in distinct niche markets, such as associations, nonprofits, employee benefit plans, insurance industry/alternative risk, SEC registrants and business tax. Johnson Lambert & Co. LLP is operational in the areas of Florida, New Jersey, North/South Carolina, Vermont, Virginia, Illinois and Georgia.

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations