Merrill Lynch Financial Advisor BRITTANY L. STIVALE

At Merrill Lynch Financial Advisor BRITTANY L. STIVALE, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, you will find insights, observations, and ideas to help you achieve your financial goals. Brittany Stivale offers personalized financial planning centered on your goals and tailored to what you want to achieve. As a non-traditional financial advisor, Brittany provides investment advice, guidance, and wealth management strategies, as well as covering current topics such as portfolio theory, active management, and socially responsible investing.

Brittany's approach is fun, relatable, and informative, focusing on education and compassion. With a background in finance and professional designations including AAMS, AWMA, and CRPC, she is dedicated to helping clients organize and simplify their financial lives. Brittany's personalized approach has helped her build a successful business from scratch, working with a diverse range of clients to help them achieve their financial goals.

As a Senior Portfolio Advisor at Merrill Lynch Wealth Management, Brittany's team is committed to building strong client relationships based on trust and personalized service. They focus on what matters most to you - family, goals, and priorities - helping you identify and prioritize your financial goals. By listening and understanding your unique situation, they can create a customized financial approach to help you pursue what matters most to you.

Through tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Brittany and her team can help you track changes in your life and goals and develop a financial plan that aligns with your aspirations. By combining investment insights from Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth while considering the impact for years to come.

At Merrill Lynch Wealth Management, they believe that wealth is not just about portfolio performance, but about how you live your life and the goals you want to achieve. Whether you are saving for retirement, planning for education, caring for family members, or starting a business, Brittany Stivale and her team are dedicated to helping you pursue your financial goals and live a meaningful life unique to your dreams and desires.