Merrill Lynch Financial Advisor Kelly Anne Crystal

Merrill Lynch Financial Advisor Kelly Anne Crystal is a finance institution located in Grand Blanc, Michigan, United States. Kelly Crystal, a graduate of Michigan State University and Walsh College, has been a Financial Advisor at Merrill since 2009. With a background in Treasury and Finance in the automotive industry, Kelly is dedicated to understanding her clients' lifelong goals to provide advice on wealth management, retirement planning, legacy/family planning, small business strategies, foundations, and life insurance needs.

Kelly's commitment to outstanding service and educating her clients on their investments, combined with her involvement in the community, sets her apart. She is a member of various organizations including the American Red Cross, Community Foundation Women and Girls Fund, Grand Blanc Rotary Club, and more. Kelly holds the CERTIFIED FINANCIAL PLANNER™ certification and offers personalized financial planning to help clients achieve their goals.

At Merrill Lynch Wealth Management, Kelly focuses on building personalized plans centered on clients' goals and priorities. By understanding clients' aspirations and addressing their concerns, Kelly helps clients manage, grow, and preserve their wealth. With access to investment insights from Merrill and banking solutions from Bank of America, Kelly works with clients to develop financial approaches tailored to their needs.

Kelly believes in the power of understanding her clients personally to create financial approaches that reflect their unique personalities and priorities. By staying informed about changes in clients' lives and revisiting their financial approaches, Kelly helps clients stay on track to achieve their goals. With a commitment to putting clients first and providing dedicated one-on-one relationships, Kelly Crystal is dedicated to helping clients live their best financial lives.