Merrill Lynch Financial Advisor Michelle Ann Perry

Merrill Lynch Financial Advisor Michelle Ann Perry is located at 1424 State Street in Santa Barbara, California, United States. As a finance institution, Michelle Ann Perry, CFP®First Vice President, Wealth Management Advisor, offers insights, observations, and ideas to help clients pursue their financial goals. Michelle is dedicated to connecting clients' financial lives with their desire to make a positive impact on their families and communities. With a personalized approach, she helps clients create a financial strategy that aligns with their values and aspirations.

Michelle is a Certified Financial Planner with a background in communications and global business. She is actively involved in the local community, serving on boards and volunteering for various organizations. Michelle believes in building strong client relationships based on trust and personalized service.

At Merrill Lynch Wealth Management, Michelle and her team focus on what matters most to clients - their families, goals, and priorities. By starting with a conversation, Michelle helps clients identify and prioritize their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Through the Investment Personality Assessment, Michelle gains a deeper understanding of clients' investing preferences to customize their financial approach.

Michelle and her team strive to treat clients with the care and attention they would give to their own family members. They offer knowledge, objectivity, and individual strengths to help clients navigate their financial journey. With access to the resources of Merrill and Bank of America, Michelle can create strategies to address virtually any financial need.

Whether clients are looking to travel, support charitable causes, or navigate life transitions, Michelle is there to offer financial advice and guidance. By working with Michelle and her team, clients can have a financial concierge at their disposal to help demystify the wealth management process and pursue their goals.

By regularly reviewing clients' goals and financial approach, Michelle ensures that they stay on track to achieve what's most important to them. As life and financial markets change, Michelle updates clients' approaches to reflect these changes and help them reach their goals. With a focus on personalized service and a commitment to client success, Michelle Ann Perry and her team at Merrill Lynch are dedicated to helping clients achieve their financial aspirations.