Thomas Bucholtz

Assistant Vice President, Financial Solutions Advisor at Merrill Edge - Prescott, AZ, US

Thomas Bucholtz's Contact Details
HQ
928-777-7062
Location
Dallas-Fort Worth Metroplex
Company
Merrill Edge
Thomas Bucholtz's Company Details
Merrill Edge logo, Merrill Edge contact details

Merrill Edge

Prescott, AZ, US • 1000 - 4999 Employees
Financial Services

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients' needs and expectations.We can offer a full suite of products and services including:- Potential investment solutions and products- Retirement income planning- College planning- Small Business SolutionsMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity© 2020 Bank of America Corporation. All rights reserved. 2962366

Banking Finance Financial Services Financial Advisory Services
Details about Merrill Edge
Frequently Asked Questions about Thomas Bucholtz
Thomas Bucholtz currently works for Merrill Edge.
Thomas Bucholtz's role at Merrill Edge is Assistant Vice President, Financial Solutions Advisor.
Thomas Bucholtz's email address is ***@merrilledge.com. To view Thomas Bucholtz's full email address, please signup to ConnectPlex.
Thomas Bucholtz works in the Financial Services industry.
Thomas Bucholtz's colleagues at Merrill Edge are Ed Steinert, Larry Wald, Rafael Realyvazquez Olivas, A Lyn, Carlos Uzcategui, Clayton Buchanan, Francisco Catalan and others.
Thomas Bucholtz's phone number is 928-777-7062
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