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Merrill Lynch Financial Advisor Kelley P Sullivan
2301 Southeast Monterey Road, Stuart, Florida, United States
About the Merrill Lynch Financial Advisor Kelley P Sullivan
Merrill Lynch Financial Advisor Kelley P Sullivan, located at 2301 Southeast Monterey Road, Stuart, Florida, United States, is a finance institution dedicated to providing exemplary client service. Kelley Sullivan has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, showcasing a commitment to personalized wealth management strategies tailored to individual goals and priorities.
Kelley Sullivan follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, clients can receive a personalized financial plan centered on their goals. By understanding each client's unique financial situation and aspirations, Kelley Sullivan works to design and implement a plan to help manage, grow, and preserve wealth while considering long-term impacts.
As a Merrill Lynch Wealth Management Advisor, Kelley Sullivan focuses on building customized investment approaches to address each client's needs and goals. By staying informed about changes in clients' lives and financial markets, Kelley Sullivan aims to help clients stay on track to achieve their financial objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can receive comprehensive financial advice and strategies to help them live their best financial life.
Kelley Sullivan is registered to do business in multiple states and holds the CPWA® certification, demonstrating a commitment to excellence in wealth management. Clients can expect personalized investment strategies, comprehensive financial solutions, and a dedicated one-on-one relationship with Kelley Sullivan as their Merrill Lynch Wealth Management Advisor.
Photos of Merrill Lynch Financial Advisor Kelley P Sullivan
2301 SE Monterey Rd #1, Stuart, FL 34996, United States
Opening hours of Merrill Lynch Financial Advisor Kelley P Sullivan
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
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