Former Firm Names: We are proud to continue serving clients under our established name.
Clients: Merrill Lynch Pierce Fenner & Smith, Incorporated (formerly Banc of America Investment Services, Inc.) Wells Fargo Investments, LLC Wells Fargo Advisors, LLC (formerly Wachovia Securities, LLC) Ameriprise Advisors Services, Inc. (f/k/a H&R Block Financial Advisors, Inc.) Ameriprise Financial Services, Inc. Morgan Stanley Smith Barney, LLC RBC Dain Rauscher Mesirow Financial, Inc.
Other Office Locations: We offer remote legal services and assist clients anywhere.
References: References are shared directly with clients to ensure confidentiality.