Chad Budy, Vice President, Senior Portfolio Advisor, Financial Advisor at Merrill Lynch Wealth Management

Categories

Financial Planning & Investments

About Us

I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill Lynch 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 follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Highlights

  • Retirement Income Strategies
  • Wealth Integration
  • Financial Planning
  • Estate Planning
  • Customized Lending

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