Merrill Lynch Financial Advisor Katie Byrnes

Merrill Lynch Financial Advisor Katie Byrnes, located at 1000 Aviara Parkway in Carlsbad, California, is part of The Hollman, McSweeny, Albert & Byrnes Group. With decades of experience, the team specializes in managing and optimizing the wealth of high-net-worth families spanning multiple generations. They offer customized strategies covering retirement, investment, legacy planning, and liability management, with a focus on inter-generational wealth planning.

The team at Merrill Lynch Financial Advisor Katie Byrnes works closely with clients to understand their goals and priorities, offering personalized financial approaches tailored to individual preferences. They provide access to investment insights from Merrill and banking solutions from Bank of America to help address clients' financial needs effectively.

By utilizing the Investment Personality Assessment and ongoing conversations with clients, the team ensures that financial strategies evolve to reflect changes in clients' lives and goals. Recognized for exemplary client service, the team at Merrill Lynch Financial Advisor Katie Byrnes is dedicated to building strong client relationships based on trust and personalized service.

Whether clients are planning for retirement, saving for a major purchase, or funding education, the team at Merrill Lynch Financial Advisor Katie Byrnes is committed to helping clients achieve their goals through a personalized and comprehensive financial approach.