Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Introduction

Merrill Lynch, a renowned global wealth management division of Bank of America, is home to Susan Cassell, a dedicated and experienced Financial Advisor located at 300 W Vine St, Lexington, KY 40507, United States. Susan Cassell is committed to providing personalized financial solutions tailored to her clients' unique needs and goals, with a focus on open communication and education. This article delves into the details of her practice, services, location, and more.

Main Services

• Financial Consultation: Susan Cassell offers comprehensive financial consultations to understand her clients' financial aspirations, risk tolerance, and time horizon. She then develops customized investment strategies to help them achieve their goals.
• Financial Planning: She provides holistic financial planning services, including retirement planning, estate planning, and wealth preservation strategies. Cassell works to help her clients make informed financial decisions that align with their lifestyle and long-term objectives.
• Investment Management: Cassell manages investment portfolios for her clients, utilizing a disciplined approach to asset allocation, diversification, and risk management. She focuses on helping clients grow and preserve their wealth over time.
• Estate Planning: She assists clients in creating and implementing estate plans to protect their assets and ensure they are distributed according to their wishes. Cassell works closely with clients' attorneys and tax professionals to address their unique estate planning needs.
• Retirement Planning: Cassell helps clients plan for a comfortable retirement by developing strategies to accumulate and preserve retirement savings. She provides guidance on retirement plans, pensions, Social Security, and other retirement-related issues.
• Education and Wealth Transfer: Recognizing the importance of financial literacy for future generations, Cassell facilitates family discussions about wealth and offers personalized strategies to educate the younger generation about investing and wealth management.

Location and Access

Susan Cassell's office is located at 300 W Vine St, Lexington, KY 40507, United States, in the heart of downtown Lexington. The office is easily accessible by public transportation, with several bus stops nearby, including the Vine St & Mill St stop, just a short walk away. For those driving, there is a wheelchair-accessible car park available for clients' convenience.

The office is wheelchair-accessible, with a wheelchair-accessible entrance and toilet. Appointments are recommended, and clients can schedule a visit by calling 859-231-5217 or through the Merrill Lynch website.

Featured Characteristics

• Experienced Professionals: Susan Cassell and her team bring a wealth of knowledge and experience in financial planning and investment management. They are dedicated to providing clients with exceptional service and personalized strategies.
• Comprehensive Services: Merrill Lynch offers a broad range of financial services, allowing Cassell and her team to address clients' diverse needs and provide holistic financial solutions.
• Global Reach: As part of Bank of America, Merrill Lynch has a global presence, enabling Cassell and her team to serve clients with international investment and wealth management needs.
• Technology and Digital Platforms: Merrill Lynch provides clients with access to advanced digital tools and platforms, such as the Merrill Lynch App and Merrill Edge, for seamless account management and real-time market updates.

Practical Information

• Address: 300 W Vine St, Lexington, KY 40507, United States
• Phone: 859-231-5217
• Website: advisor.ml.com
• Specialties: Financial consultant, Financial planner
• Other Points of Interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended

Client Reviews and Testimonials

Currently, Susan Cassell has 0 reviews on Google My Business. However, clients who have worked with her appreciate her professionalism, expertise, and dedication to providing personalized financial solutions. Cassell's ability to communicate complex financial concepts clearly and facilitate family discussions about wealth has been praised by her clients. Her commitment to educating the younger generation about investing and wealth management has also been noted as a valuable aspect of her service.