Merrill Lynch Wealth Management Special Needs Trust Services

Location

400 Park Ave. South Suite 300
Winter Park, FL 32789
United States
407-646-6731
Contact Name: 
Michael McCausland, CSNA
Contact Email: 
michael.mccausland@ml.com

Our team is comprised of a Certified Special Needs Advisor, two Certified Financial Planners and a Certified Investment Management Analyst. We work closely with families to develop wealth management plans, including trust and estate services, based on their indivual requirments. We have assembled a team of attornies and accountants to help assist you with this process.