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Blake Anthony, CFP® - Merrill Lynch Wealth Management
Categories
Financial Planning & Investments
About Us
Blake Anthony, Financial Advisor, joined Merrill Lynch Wealth Management in 2017 and holds the CERTIFIED FINANCIAL PLANNER™ certification.
MEET BLAKE:
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I am additionally a member of The Anthony Group, working alongside senior financial advisor Nicholas Anthony. Together, our team thoughtfully employs our experience and resources to help guide you as you pursue your goals.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.Highlights
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