Vijay Patel's Page

Business Classification:

Financial Advisor

Referral Description:

As a financial advisor with more than 10 years of experience in Boston, Frankfurt and Atlanta, I advise a diverse clientele of affluent individuals, businesses and institutions in all areas of wealth management.

Individuals and Families
-Customized asset allocation
-Education planning
-Estate and trust planning
-Retirement planning
-Securities-based lending

Business
-Capital management accounts
-401k and Pension services

Nonprofit Institutions and Foundations
-Philanthropic gifts planning
-Grant leveraging

Above all, my primary focus is to help clients preserve and optimize their financial wealth through customized investment strategies and exceptional, unbiased service. I conduct regular reviews with clients to help them monitor their progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their life and/or business.

Business Name & Address:

Merrill Lynch Global Wealth Management
2500 Windy Ridge Parkway, Suite 1200
Atlanta, GA 30339

Phone Number:

770-858-1201

Website Address:

http://fa.ml.com/v_patel

Who referred you to Golden Referrals?

Paula Kellam