Merrill Lynch announced that Financial Advisors Charles Hartford and Harrison Till will form the Hartford Group in the Merrill Lynch La Jolla branch office.
“We are excited to have Charles and Harrison join together to form the Hartford Group as Merrill Lynch Wealth Management continues to deliver highly personalized, comprehensive wealth management and holistic advice to individuals, families and businesses of La Jolla,” said Steve Kowalski, resident director. “Their combined experience enhances our ability to provide integrated solutions to help clients with all aspects of their financial lives.”
Hartford, a native of La Jolla, joined Merrill Lynch in 2009. He received a bachelor’s degree from the U.S. Military Academy at West Point in 1989. He also holds two master’s degrees — one in history from the University of Kentucky and one in diplomacy and international commerce from the Patterson School, University of Kentucky.
Till, originally from Wayne, N.J. resides in San Diego and joined Merrill Lynch in 2007. He received a bachelor’s degree from Duke University and a master’s degree in business administration from Ohio State University.
The Hartford Group is in the La Jolla Merrill Lynch building at 7825 Fay Ave., Suite 300 and can be reached at (858) 456-3673 or (858) 456-3649. Merrill Lynch Global Wealth Management (MLGWM)
The Hartford Group is in the La Jolla Merrill Lynch building at 7825 Fay Ave., Suite 300 and can be reached at (858) 456-3673 or (858) 456-3649.
Merrill Lynch Global
Wealth Management (MLGWM)
MLGWM is a provider of comprehensive wealth management and investment services for individuals and businesses globally. With more than 17,500 financial advisors and more than $1.8 trillion in client balances as of March 31, 2012, it is among the largest businesses of its kind in the world.
More than two-thirds of Merrill Lynch Global Wealth Management relationships are with clients who have a net worth of $1 million or more. Within Merrill Lynch Global Wealth Management, the Private Banking & Investment Group provides tailored solutions to ultra-affluent clients, offering both the intimacy of a boutique and the resources of a premier global financial services company. These clients are served by more than 160 Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America.