Seagate Wealth Management

Welcome to Merrill Lynch in Wilmington, 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.

Carolina Retirement Planners, based in Wilmington, NC, is a dedicated team led by father-daughter duo David and Sam Shucavage. Specializing in holistic retirement planning, they offer a comprehensive approach to help individuals and families achieve their best retirement possible through income planning, investment strategies, tax efficiency, healthcare considerations, and legacy planning. With a focus on family values and integrity, Carolina Retirement Planners aims to be the last financial advisor you'll ever need. Through their S.M.A.R.T. Retirement Navigator, they assist clients in navigating the complexities of retirement planning, ensuring a secure financial future tailored to each individual's needs and goals.Generated from the website

Old North State Wealth Management, based in Wilmington, NC, is a Registered Investment Advisor that offers personalized financial planning services. The team includes accomplished professionals like Danielle N. Annechiarico, who holds licenses in series 6, 63, and 65, and plays a crucial role in managing client accounts. Danielle's expertise lies in gathering and analyzing client information to create tailored performance reports used in comprehensive financial plans. She collaborates closely with wealth managers to implement financial advice effectively, ensuring clients' requests are handled accurately and promptly. Old North State Wealth Management operates with integrity, providing investment advisory services through knowledgeable representatives who offer securities through APW Capital, Inc. Clients can trust in the team's experience and commitment to delivering personalized financial solutions. Generated from the website content