Merrill Lynch, Pierce, Fenner & Smith, Inc.

  • Financial
333 W Grandview Parkway
Traverse City, MI 49684-2289
(231) 922-0707
(231) 922-3338 (fax)
  • About

    Merrill Lynch, Pierce, Fenner & Smith, Inc. are financial planning consultants and one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with our clients as strategic partners, we create and execute winning solutions, which address our clients’ most pressing strategic, financial and investment needs—anywhere in the world. We stand apart by building and maintaining solid partnerships with clients. Merrill Lynch places our client relationships first and is proud to conduct our business based on five unwavering prInciples: Client Focus, Respect for the individual, Teamwork Responsible Citizenship, and integrity.