Merrill Lynch Financial Advisor Kendra Gabriel

Merrill Lynch Financial Advisor Kendra Gabriel is a finance institution located at 2600 Browns Lake Drive in Burlington, Wisconsin, United States. Kendra entered the financial services industry in 2006 and joined Merrill in 2020. She offers a personalized approach to managing wealth by creating customized financial strategies for each individual client. Kendra takes a sincere interest in understanding clients’ goals and working with them to prioritize, work towards, and achieve those goals.

Kendra lives in Burlington with her husband and two children and is actively involved in her community through various organizations. At Merrill Lynch Wealth Management, Kendra and her team focus on building strong client relationships based on trust and personalized service. They work with clients to develop personalized plans centered on their goals and focused on what they want to achieve, whether it's planning for retirement, saving for a home, or funding a child's education.

The institution offers Merrill Personal Wealth Analysis™ to help clients document a personalized plan tailored to their goals. They use research in behavioral finance to better understand clients' investing preferences and customize financial approaches to help them pursue their goals. The team at Merrill Lynch Wealth Management is committed to helping clients navigate the complexities of their financial lives, providing personalized investment strategies and comprehensive financial solutions.

Kendra Gabriel is registered to do business in several states and holds certifications including Certified Financial Planner™ and Chartered Retirement Planning Counselor™. The institution emphasizes the importance of ongoing communication and adjustments to financial approaches as clients' lives and goals change. Through a one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients can receive personalized guidance and strategies to help them achieve their financial goals.