Merrill Lynch Wealth Management Advisor Anne De Louvigny Stone in New York, NY offers comprehensive global goals-based wealth management services to European immigrants in the United States with complex tax situations. Their team focuses on areas such as private wealth analysis, multi-currency investment accounts, trust and estate planning services, concentrated stock diversification strategies, business owner servicing, lending and home financing services, insurance solutions, retirement plan services, and personalized portfolio strategies.
With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop personalized financial approaches that help them pursue their goals, manage their wealth, and plan for the future. Through a conversation-based approach, they prioritize clients' goals and provide advice and guidance tailored to their individual needs and aspirations.
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