Bank of america brokerage gastonia

Transcription

1 Bank of america brokerage gastonia Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. If you prefer that we do not use this information, you may opt out of online behavioral advertising. If you opt out, though, you may still receive generic advertising. In addition, financial advisors/client Managers may continue to use information collected online to provide product and service information in accordance with account agreements. Upgrade to Adobe Reader version 5.0. Because PDF files created in Adobe Reader version 4.0 or earlier are not accessible by screen readers, we use PDF files in version 5.0 or later. Therefore, to access the PDFs on our site, you'll also need to upgrade your Adobe Reader version to 5.0 or later. Find a Merrill Edge Financial Solutions Advisor in Charlotte,

2 NC. Meet with a local Merrill Edge Financial Solutions Advisor located in Charlotte Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 100 N Tryon St STE 170 to meet with a Financial Solutions Advisor or call us 24/7 at Investment products offered through MLPF&S and insurance and annuity products offered through Merrill Lynch Life Agency Inc.: Merrill Edge Financial Solutions Advisors > North Carolina > Charlotte > 100 North Tryon. ** J.D. Power 2017 Certified Contact Center Program SM recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Are Not a Condition to Any Banking Service or Activity. Merrill Edge, available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"), consists of Merrill Edge Advisory Center (investment guidance) or self-directed online investing. The Windows Media Player can be downloaded for free at the Microsoft Web site. Simplify your financial life with access to the investing insights of Merrill Lynch and the convenience of Bank of America banking. We're continually enhancing our Web environments to increase accessibility and usability for all of our customers. Below, we have provided tips for users of screen readers. Access to this site requires one of these software versions: Internet Explorer version 7.0 or later; Firefox version 34 or later; Google Chrome version 39 or later; Safari version 5.0 or later. You can download the latest versions at the following locations:

3 Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. This and other information may be found in each fund's prospectus or summary prospectus, if available. Always read the prospectus or summary prospectus carefully before you invest or send money. Prospectuses can be obtained by contacting us. In order to view and/or listen to media clips, you must install the RealPlayer or the Windows Media Player. The RealPlayer can be downloaded for free at the RealNetworks Web site. Read link titles. Many screen readers allow you to select linked text, the link's title attribute or whichever is longest. We recommend setting your reader to read whichever is longest. We try very hard to use unique and descriptive link text. When this is not possible, we'll include a title attribute that makes the destination of the link clear. Navigate by headings. We've structured our web pages so that each thought is set off with a heading. The heading is properly coded HTML so that you can take advantage of your screen reader's ability to bounce from heading to heading in order to skim our content. Barron's 2018 Best Online Broker Survey, March 26, Barron's evaluated firms in Trading Experience & Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer Service, Education, Security and Costs-to rate the firms. Merrill Edge earned the top overall score of 32.7 out of a possible 40. Learn more at.. Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission of Barron's. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or

4 sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Bart Ellis, a Greenville native, joined The PSGroup (of Consolidated Planning) in 2006 after working in marketing and public relations for six years. Rick is a graduate of the University of North Carolina at Charlotte, where he was point guard & captain of the UNCC basketball team. I help individuals and families: Get Fiinacially Organized,Help and educate them on protecting their assets, income, lifestyle and,focus their resouces to get what they want.specialties: Personal and business planningestate and. As a financial specialist, my team and I guide our clients to reach their goals by organizing, protecting, and focusing their financial world. Since 2000, Keith has been educating individuals, families, and small businesses, helping increase their confidence in their financial decisions. Lang, was born in Richmond, Virginia and was raised in Charlotte. Lang currently lives in Charlotte with his wife Rachel. Together they have two sons, Taylor and Charlie who are both active students at N.C. State University. A business owner and a Community Leader Helping individuals, families and businesses to get their financial world organized. Help them plan to achieve their financial goals by protecting their assets, income and lifestyle. Brandon R. Wilson is a Financial Advisor with Consolidated Planning, Inc. Over the last 11 years, he has focused his practice on helping small business owners in an array of industries. Brandon helps optimize their finances in order to. After Graduating from the Citadel in 2010 Luke came to work in his family's Insurance Firm, Breeden Insurance Services, Inc. Located in Lexinton, he is married to his wife Courtney Wilkes Breeden. I am a Charleston native, raised on the Isle of Palms and have lived East of the Cooper all of my adult life. I've been providing

5 financial advice to individuals and businesses since 1983, and been a part of the Consolidated Planning. Personal Background: Roger was raised on an Indiana farm. He and his wife, Trudy, are parents to three adult TEENren. In addition to his work, Roger enjoys singing in his church choir, cultivating home-grown tomatoes and reciting. Courtenay joined Consolidated Planning in mid-2008 after a successful career in the commercial and investment banking fields. He is a native of Concord, NC and a graduate of UNC- Chapel Hill. The data below reflects the previous day close. Bill Brincefield was born in Salisbury, NC and graduated from University of North Carolina-Charlotte in 1978, thanks to the G.I. Bill and his fulltime job at the Y.M.C.A. Eddy Flannery began his career in the Financial Services industry in He and his team help individuals and small business' protect what is most important and realize wealth potential. Eddy's story began in Southern Arizona. He has. After graduating from the University at Albany in 1993, Tom relocated to Charlotte from Upstate NY and joined CP in 2001 with the opportunity to build a career in financial services. Lisa Raye Hund is a Financial Representative with Consolidated Planning, Inc., and Investment Advisor Representative with Park Avenue Securities. She began her career in the financial services industry in Jim joined Consolidated Planning in early 2015, after 15 year career in corporate retirement plan sales as an Regional Vice President with the Hartford, Voya and John Hancock. Jim brings his knowledge and experience in institutional. Andy is a native North Carolinian and has called Charlotte home since graduating from UNC at Charlotte in He has been blessed to enjoy a 25+ year career in the financial services industry. After serving in the financial services industry for 7 years, Dean witnessed firsthand the shortcomings of traditional financial

6 planning. Click above to read Shaping Your Financial Future. Mike entered the Financial Services industry after spending a considerable amount of time working in his family's restaurant business. With entrepreneurs on both sides of his family, Mike understood from an early age what it means to. Tim is a native of southwest Ohio and graduated from Xavier University in Cincinnati in 2005 with a degree in Political Science. He began his career in financial services immediately upon graduation, initially with a small regional.