Merrill Lynch Wealth Management

Mar 2025

I would advise to stay clear of this Merrill Lynch location, and in particular the financial advisor Joseph Spicer. Soon after retaining Mr Spicer, he made recommendations during the early days of the market downturn due to covid. He put a significant amount of my portfolio into cash, but did not reinvest until after the post covid run up occurred missing out on significant gains. He also panic sold my most significant holding at it's low point. The losses I incurred due to his recommendations were in the high six figures. He also cut my dividend income in half. It took 4 years to recover from his panic selling recommendations. When I confronted Mr Spicer's manager about...read full review