Merrill Lynch – Families of Children with Disabilities Program
Merrill Lynch offers Certified Special Needs Financial Advisors. They have also developed unique special needs planning tools to assist financial advisors and their clients in determining financial security for special needs loved ones: the Special Needs Calculator and the Special Needs Planning Workbook.
Merrill Lynch also offers assistance with trust administration and investment services to special needs trustees.
Location
NCC:
1201 MARKET STREET
WILMINGTON, DE 19801
Kent:
55 KINGS HIGHWAY
DOVER, DE 19901
Sussex:
19535 CAMELOT DRIVE
REHOBOTH BEACH, DE 19971
Contact
NCC:
3025715100
Kent:
3027367700
Sussex:
3022275159
Website: http://www.wealthmanagement.ml.com/wm/pages/Special-Needs-Financial-Services.aspx