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Investing Streamlined

Simplify your financial life with Merrill Edge - offering the investment insights of Merrill Lynch and the convenience of Bank of America banking.

East Danbury

67 Newtown Rd
Danbury, CT 06810 US
Office Hours
Monday-Friday: 9:00 am - 4:00 pm
Saturday: 9:00 am - 12:00 pm
Sunday: Closed

Financial Solutions Advisor

LISA SIMON

Financial Solutions Advisor
lisa.b.simon@ml.com
My Websitehttps://fsa.merrilledge.com/lisa-b-simon
EmailSchedule an appointment

Merrill Edge Financial Solutions Advisor™ in Danbury, CT | East Danbury

Meet with a local Merrill Edge Financial Solutions Advisor™ located in Danbury Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 67 Newtown Rd to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343 24 hours a day, 7 days a week.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, a registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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