Merrill Lynch Financial Advisor Kelly Bolton 6060 Poplar Avenue, Memphis, TN 38119

Merrill Lynch Financial Advisor Kelly Bolton is a finance institution located at 6060 Poplar Avenue in Memphis, Tennessee, United States. With over 130 years of combined industry experience, Bolton and Associates offers a tailored holistic approach to wealth planning. They collaborate with clients to develop personalized strategies to meet individual financial goals. The institution also works closely with small businesses, corporations, medical groups, and non-profit organizations to address their complex needs. Bolton and Associates believe in providing value-added service and results through Merrill's service offerings, resources, and research. They offer a high level of client commitment and welcome the opportunity to assist clients in achieving their financial goals. The institution believes in the importance of understanding each client's unique priorities, goals, risk tolerance, and financial needs to provide customized financial solutions. They use tools like the Investment Personality Assessment to refine investing preferences and create personalized financial approaches. The institution's team is dedicated to building strong client relationships based on trust and personalized service. Merrill Lynch Financial Advisor Kelly Bolton has received recognition from financial industry publications for exemplary client service, setting the standard for excellence in wealth management.