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Merrill Lynch – Families of Children with Disabilities Program

Merrill Lynch offers Certified Special Needs Financial Advisors. They have also developed unique special needs planning tools to assist financial advisors and their clients in determining financial security for special needs loved ones: the Special Needs Calculator and the Special Needs Planning Workbook.

Merrill Lynch also offers assistance with trust administration and investment services to special needs trustees.

Location

NCC:
1201 MARKET STREET
WILMINGTON, DE 19801

Kent:
55 KINGS HIGHWAY
DOVER, DE 19901

Sussex:
19535 CAMELOT DRIVE
REHOBOTH BEACH, DE 19971

Contact

NCC:
3025715100

Kent:
3027367700

Sussex:
3022275159

Website: http://www.wealthmanagement.ml.com/wm/pages/Special-Needs-Financial-Services.aspx