Tag Archives: Merrill Lynch

Merrill Lynch: “An advisor who knows…” series, Part 2

Those Merrill Lynch Wealth Management folks really get it. They care about who you are and what makes you tick; they know exactly what financial issues keep you up at night. MLWM advisors take the time to learn all about you and your family—but not in a creepy, stalkerish way, of course.

Besides knowing what accounts you have (and what you have in them), they know your phone number by heart.  They’ll be there for you and your family over the long run. And they’re not shy about calling you and keeping in touch—but only as much as you want them to…

copy targeting local markets (617 = Boston metro area phone exchange) for banner ad, possible signage

Here’s another banner ad targeted to high net worth individuals looking to give back, either by embarking on a second career, maybe for a nonprofit instead of at one of those evil giant squid firms where they made their money, or perhaps pursue their philanthropic interests full-time:

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