Merrill Lynch

Merrill Lynch


Merrill Lynch

555 Capitol Mall
Sacramento, , CA 95814 | map | directions
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As a financial advisor I help clients achieve their desired retirement lifestyles and financial freedom through monitored portfolios and cutting edge investment technology. With the enormous resources of Merrill Lynch and Bank of America in my corner, my job is to know all aspects of my clients’ lives and what their needs and goals are. This way, I can find the right strategy and deliver personalized service to give my clients peace of mind and confidence in the complex and ever-changing investment landscape. In order to be successful, it is essential to know the investment objectives, time horizons, and risk tolerances of the individuals and businesses I work with
Member Since: 2018
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 (Date: 5/12/2021)

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