Merrill Lynch Financial Advisor Michelle L Graham 607 West 3rd Street, Austin, TX 78701

Merrill Lynch Financial Advisor Michelle L Graham is a finance institution located at 607 West 3rd Street, Austin, Texas, United States. Michelle has been working in the financial services industry since 2001 and specializes in developing customized strategies for clients based on their individual circumstances and priorities. As a specially qualified Portfolio Manager, she can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Michelle holds a bachelors degree from the University of Notre Dame and lives in Austin with her husband and three children.

At Merrill Lynch Wealth Management, Michelle and her team focus on understanding clients' goals, priorities, and life changes to create personalized financial strategies. They use tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment to tailor their approach to each client's unique needs. By staying in touch with clients regularly and adjusting their financial plans as needed, the team helps clients stay on track to achieve their goals.

Michelle Graham is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board). Merrill Lynch offers a range of services including investment advisory, financial planning, and brokerage services. Clients are encouraged to consult with their legal and tax advisors before making any financial decisions. It is important to understand the differences between brokerage and investment advisory services, and clients can speak with their Merrill financial advisor for more information.