Merrill Lynch Financial Advisor Chris Ledell

Merrill Lynch Financial Advisor Chris Ledell, located at 2998 Douglas Boulevard in Roseville, California, is a finance institution dedicated to providing exemplary client service. Chris Ledell, with over 20 years of experience in financial services, assists clients in managing their wealth to meet their individual needs. He believes in a comprehensive approach that begins with understanding each client's goals and priorities.

Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, Chris Ledell is committed to serving the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, he helps clients build personalized financial plans centered on their goals and aspirations.

By utilizing Merrill's Investment Personality Assessment and drawing upon research in behavioral finance, Chris Ledell tailors financial approaches to each client's individual preferences and priorities. He believes in a proactive approach to financial planning, regularly reviewing and adjusting strategies to reflect changes in clients' lives and the market.

As a Merrill Lynch Wealth Management Advisor, Chris Ledell puts clients first, offering personalized investment strategies and access to comprehensive financial solutions from Bank of America. With a focus on understanding each client's unique needs and financial situation, he works to help them achieve their goals and navigate the complexities of the financial landscape.

Registered in multiple states, Chris Ledell holds the CPWA® certification and is dedicated to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With a commitment to ongoing communication and personalized guidance, he helps clients stay on track and adapt to changes in the market and their lives.