Merrill Lynch Financial Advisor Edward Shane Kelley

Merrill Lynch Financial Advisor Edward Shane Kelley is a finance institution located at 9128 Strada Place, Naples, Florida, United States. They believe in starting every relationship with a conversation to help identify and prioritize your financial goals. By listening to your needs and aspirations, they aim to customize a financial approach that aligns with your values and helps you pursue what matters most to you.

Drawing upon research in behavioral finance, Merrill uses an Investment Personality Assessment to understand your investing preferences better. This assessment helps tailor a financial approach that suits your individual goals and priorities. They provide tools to track changes in your life and goals, ensuring that your financial plan remains relevant and effective.

The institution's mission is to understand you and your aspirations, helping you design and implement a personalized plan to manage, grow, and preserve your wealth. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. They have received recognition from financial industry publications for their exemplary client service.

Merrill offers a range of services, including the Merrill Personal Wealth Analysis™, to help you build a personalized plan centered on your goals. They believe in regularly reviewing your financial approach to ensure you stay on track to achieve what's most important to you. Working with a Merrill Lynch Wealth Management Advisor means receiving personalized investment strategies and access to comprehensive financial solutions from Bank of America.

The institution emphasizes the importance of seeking advice from experienced financial advisors to analyze your situation, identify potential solutions, and develop a wealth management approach for the future. They are committed to helping you navigate the complexities of your financial life and pursue your goals. With a focus on personalized service and understanding your unique needs, Merrill Lynch Financial Advisor Edward Shane Kelley aims to help you live your best financial life.