Merill Lynch advice
Looking for advice for a Merrill Lynch adviser to use while we’re in Florida. Not looking to change to another company, just looking for recommendations for Merrill Lynch advisor that you are working with and are very happy.
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If, you are unhappy with your advisor, you can surely request another advisor. If, you are happy with your advisor but want a local Villager advisor, I would ask your current advisor, they either know who is good or can find out for you. |
Anthony Gould (The Palmer Group 352-350-2706). A young man (so he'll be around a long time).
When we were first married I had a Merrill Lynch advisor, he lost me so much money I swore I would never use them again. Anthony was giving talks about social security at the Village school and I attended. I was so impressed that I decided to trust him with a small amount of my portfolio. That was 6-7 years ago. Now his maintains 90% of it (the rest I play with). |
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ditto what he said.... we all spoke with our advisors over the phone during Covid.... |
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We are easily lulled into thinking the market only goes up. That also applies to real estate. Except when they don't. |
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Suggest you post this in the Investment Talk section - you might get more knowledgeable recommendations. |
We use Douglas Reeb or Chad? at Merrill Lynch. Like both.
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Stick with Who you Have
I've made three moves in the United States and have kept the same RBC advisor. It is easy to stay with same advisor and work together via telephone and Zoom.
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I have Merrill Lynch here in Lake Sumter. Very happy with their service and keeping an eye on my investments. My brokers name is Clay and I meet with him in the office every 3 months and we go over my portfolio.
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Clay Palmer - been using him for the last 6 years.
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Merrill Lynch (ML) Advice
There are two forms of ML. ML the brokerage firm and Merrill Edge (ME).
They are both owned by Bank of America (BoA). I have an ME account. I deposit money to my BoA checking and transfer any amount to ME. I imagine the same holds true if you have a ML account. Next step is to link your account with a BoA account. You may also use Citizens First Bank, here in The Villages. The have transfer capability to any financial institution. |
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If we make a trip up there, we also make sure we set a meeting then. If you check with advisors up north, we'll find many of their clients retire in Florida, and stay with the northern advisor and keep in contact by phone. RMD money is transferred into our bank account every year. BTW, our advisor recommended adding the "lady bird" statement to our will. |
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