Bank of America - Merrill

  • Banks & Finance Institutions
Merrill Lynch Wealth Management
2 Pine Street
New Canaan, CT 06840
(203) 972-2516
Hours:
M-F 9am -5pm

About Us

We simplify our clients' increasingly complex financial lives by providing comprehensive banking and investment solutions for companies, business owners and individuals. We do not only serve as a read more
  • About

    We simplify our clients' increasingly complex financial lives by providing comprehensive banking and investment solutions for companies, business owners and individuals. We do not only serve as a single point of contact to service our clients in all four quadrants of business and private banking and investing, but also as a resource for financial and estate planning solutions.

    As a dual German/UK citizen with over 25 years of industry experience Robin WELLS, CFA, CPWA®, CDFA® brings a unique transatlantic view to the table that is invaluable to the international community, both on a professional and personal level.

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