Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
4001 CARMICHAEL ROAD
MONTGOMERY, AL 36106
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Webb Chastain, Senior Financial Advisor, Senior Vice President, began his financial services career in 2009 . As a Senior Financial Advisor he has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. Webb is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Webb Chastain and his team for decades. He focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.
Webb offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. He advises clients on diversification strategies for IRA and 401k distributions. He also discusses a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
Webb earned a Bachelor of Science degree in Finance from the University of Alabama. He is a resident of Pike Road, AL, serves on various local boards, and enjoys spending time with his wife, Adrienne, son, Will, and beloved dogs, Lille and Tex.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as the YMCA Day of Football, Southeast Baseball League, Family Guidance Center of Alabama, and St. James Church . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Saint James High School
University of Alabama
Forbes' "America's Top Next-Generation Wealth Advisors"
Forbes' "America's Top State-by-State Advisors"
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.