Merrill Lynch Financial Advisor Dawna Turner
921 Walnut Street, Boulder, CO 80302
About the Business
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Merrill Lynch Financial Advisor Dawna Turner is a highly experienced professional located at 921 Walnut Street in Boulder, Colorado. With 36 years of industry experience, Dawna focuses on serving high net worth individuals and their families by understanding their unique needs and priorities. She holds prestigious designations such as CERTIFIED FINANCIAL PLANNER™ Professional, Certified Trust and Fiduciary Advisor, and Chartered Retirement Planning Counselor™. Dawna offers personalized financial strategies and investment recommendations, supported by the global resources of Merrill. She and her team are dedicated to building strong client relationships based on trust and personalized service. By getting to know you and your goals, Dawna can help you create a financial plan that reflects your investment personality and life priorities. Whether you're planning for retirement, saving for a home, or funding education, Dawna is committed to helping you achieve your financial goals through proactive communication and continuing education. Contact Merrill Lynch Financial Advisor Dawna Turner to start planning for your financial future today.
Photos
Location & Phone number
921 Walnut St 1st Floor, Boulder, CO 80302, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Audit & Consulting
- Boulder Co Financial Services
- Certified Fiduciary Advisor
- Certified Financial Planner Professional
- Chartered Retirement Planning Counselor
- Colorado Wealth Management
- Complex Financial Needs
- Estate Planning
- Family Office Services
- Family Wealth Management
- Financial Advisor Boulder Co
- Financial Future Planning
- Financial Planning Professional
- Generational Wealth Planning
- High Net Worth Families
- High Net Worth Individuals
- Independent Financial Advisor
- Investment Portfolio Management
- Investment Strategy
- Investor Education
- Legacy Planning
- Long Term Wealth Preservation
- Personalized Finance
- Personalized Investment Advice
- Philanthropy And Estate Planning
- Portfolio Optimization
- Retirement Income Planning
- Retirement Planning
- Tax Planning Strategies
- Wealth Management
- Wealth Transfer Planning
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