Merrill Lynch Financial Advisor Randie Sue Hagelman 300 Buttermilk Pike, Fort Mitchell, KY 41017

Merrill Lynch Financial Advisor Randie Sue Hagelman is a dedicated professional located at 300 Buttermilk Pike, Fort Mitchell, Kentucky, United States. With over 15 years of experience in the financial services industry, Randie and her team, The Hagelman Group, provide personalized wealth management services to meet the individual needs of their clients. They offer a comprehensive approach to managing wealth, starting with listening to clients' goals and designing customized financial strategies to help achieve them.

Randie specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provide access to trust and estate planning services through Bank of America Private Bank. She also assists clients with protection strategies such as life, long term care, and disability insurance. Randie believes in building strong client relationships based on trust and personalized service, and is committed to understanding each client's unique financial situation and goals.

As a Merrill Lynch Wealth Management Advisor, Randie focuses on creating comprehensive strategies that can turn clients' financial goals into reality. By understanding each client's priorities and preferences, she can tailor investment strategies to help them pursue what matters most to them. Randie uses the Investment Personality Assessment to gain insights into clients' investing preferences and refine their financial approach accordingly.

In addition to providing investment insights and financial advice, Randie and her team regularly meet with clients to review their goals and progress, making adjustments to their financial approach as needed. They believe in keeping clients informed and engaged in the financial planning process, ensuring that their strategies align with their evolving life and financial goals.

Randie is registered to do business in several states, including California, Colorado, Florida, Indiana, Massachusetts, Michigan, and Minnesota. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Randie and The Hagelman Group are dedicated to helping you make informed investment decisions and achieve your financial goals.