Merrill Lynch Wealth Management

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Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in 40 countries and territories across six continents. It serves the needs of both individual and institutional clients with a diverse range of financial services, including: Personal financial planning Securities underwriting Trading and brokering Investment banking and advisory services Trading of foreign exchange Commodities and derivatives Banking and lending Insurance Research With total client assets of approximately $1.8 trillion, Merrill Lynch is the undisputed leader in planning-based financial advice and management for individuals and small businesses. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world's largest publicly traded investment management companies, with more than $1 trillion in assets under management.


Financial Services

Main Contact

Mr. Kevin O'Connor


(315) 424-0473


(315) 849-1541



205 S. Salina St., Ste. 300
Syracuse, NY 13202