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Merrill Lynch Wealth Management
Bee Cave, Travis

Financing specialist
 : 
Merrill Lynch Wealth Management

Bee Cave, Travis

Prices

Contact this professional to discuss your project details and price.
About Merrill Lynch Wealth Management
Professional experience
Morgan Stanley Austin Branch | Austin, TX Katie, a seasoned Financial Advisor and Resident Manager, brings over 18 years of experience to her role at Morgan Stanley Austin Branch. With a strong foundation in financial services, Katie started her career at Merrill Lynch in 2002, where she gained invaluable expertise in wealth management. Throughout her career, Katie has been dedicated to helping clients navigate their financial journeys and achieve their goals. Her comprehensive knowledge in areas such as retirement planning, investment strategies, and wealth preservation has earned her recognition as one of the top professionals in the industry. Katie's commitment to excellence is further exemplified by her achievement of being named one of the Financial Times Top 401 Retirement Plan Advisors in *information hidden*This esteemed accolade showcases her ability to provide expert guidance in creating optimal retirement plans that align with clients' objectives. At Morgan Stanley Austin Branch, Katie leverages the extensive resources and insights offered by Merrill Lynch to deliver personalized financial solutions to individuals, families, and businesses. Whether it's retirement and savings accounts, insurance, or wealth planning, Katie is dedicated to providing clients with a comprehensive suite of services to help them build and preserve their wealth. With a passion for helping clients achieve financial success, Katie exemplifies the highest standards of professionalism and integrity. Her commitment to understanding clients' unique needs and objectives sets her apart in the industry, making her a trusted partner for individuals and businesses seeking expert financial advice. Morgan Stanley Austin Branch, under Katie's leadership, is committed to providing exceptional client service and leveraging the extensive resources of Merrill Lynch Wealth Management. With their expertise and unwavering dedication, Katie and her team are well-equipped to navigate the complexities of the financial markets and help clients achieve their financial aspirations.

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Location

Bee Cave, Travis (78733)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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