I’ve been extremely well-served by Merrill Lynch for almost thirty years. My advisor has “beaten the market” every single year. Actually, my advisor’s office is up north in suburban Chicago. He also has a home here in Florida. When I call him I never know what office he’s in. With the Merrill Lynch application, I get all the information I want and need in real time. Even though neither of my sons live in the Chicago area, he also advises and manages their portfolios. And in fact my advisor and his two sons, who joined his team at Merrill about five years ago, have begun to advise two of my young adult grandchildren!
You don’t need a financial advisor locally here in The Villages if you have one who you’re pleased with back home. Telephone, e-mail and computer data bases make managing your money even easier than if you had an advisor down here.
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