Merrill Lynch Financial Advisor Devin Kelley 180 Fort Couch Road, Upper Saint Clair, PA 15241
About the Business
Merrill Lynch Financial Advisor Devin Kelley, located at 180 Fort Couch Road in Upper Saint Clair, Pennsylvania, offers personalized wealth management strategies tailored to individual needs. With a focus on listening to clients and helping them make informed decisions, Devin follows the Merrill tradition of community involvement through volunteering. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized financial plan centered on their goals. By utilizing the Investment Personality Assessment, Devin can tailor financial approaches to align with clients' investing preferences. With access to the resources of Merrill and Bank of America, Devin aims to help clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, Devin strives to help clients stay on track to achieve their goals. As a dedicated Merrill Lynch Wealth Management Advisor, Devin works to understand clients' priorities and build customized investment strategies to address their needs. With a focus on providing personalized solutions and comprehensive financial guidance, Devin aims to help clients live their best financial lives.
Photos
Location & Phone number
180 Fort Couch Rd 5th Floor, Upper St Clair, PA 15241, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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