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Merrill Lynch Wealth Management

Map & Directions
(1 Review)

101 Bullitt Ln Ste 400, Louisville, KY 40222

(502) 329-5000

CLOSED NOW
Today: 8:00 am - 4:30 pm
Tomorrow: 8:00 am - 4:30 pm
105
YEARS
IN BUSINESS
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General Info
Welcome to Merrill Lynch in LOUISVILLE, KY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: (502) 329-5003

Phone: (502) 329-5055

Primary Phone: (502) 426-3333

Fax: (502) 329-5066

TollFree: (800) 234-8099

TollFree: (866) 706-8321

Payment method
financing available
Location
One Oxmoor Place
Neighborhood
East Louisville
AKA

Scott A Kelly Cima-Merrill Lynch: Scott Kelly

Holley, Steven

Bank of America Merrill Lynch

Other Emails

Categories
Financial Planners, Financial Planning Consultants, Investment Management

Reviews

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WildcatFan2009

02/01/2012

Provided by Citysearch - 
Overall
Very Rude Manager

I used to be a client at Merrill Lynch. In 2011 I attended a seminar sponsored by all of the financial advisers in the local office. At the event I meet Joshua Nagal. Mr. Nagal is the Complex Director and works out of the Louisville office. My wife and I were both shocked with how cocky he was. We were speaking with him and telling him a story about one of our grandchildren when he saw someone he wanted to speak with and just walked away without even excusing himself. I complained to my financial adviser and he apologized and said no one in their office has been pleased with Mr. Nagal's arrogance and lack of respect. Shortly after our adviser went to another firm as a result of his displeasure with Bank of America and Mr. Nagal. We moved our accounts with him. Apparently Mr. Nagal never even worked for Merrill Lynch prior to being named complex director. My understanding is that he worked in a Bank of America branch and was given the promotion in an attempt to push Bank of America products on Merrill Lynch clients.