Merrill Lynch Financial Advisor Kristen Danek 1255 Lee Street Southeast, Salem, OR 97302

Merrill Lynch Financial Advisor Kristen Danek, located at 1255 Lee Street Southeast, Salem, Oregon, is part of the Swancutt, Perkins, and Danek Group. They provide a refined planning process and disciplined approach to support a range of financial needs, including retirement planning, long-term care, and wealth transfer. As a single source for integrated wealth and investment management, they collaborate effectively with clients' attorneys and CPAs to uncover efficiencies on both sides of the balance sheet. The team, led by Kristen Pardun and Erin Budke, was named to the Forbes "Best-In-State Wealth Management Teams" list in 2024 and 2023. Through a relationship-oriented approach, they strive to anticipate clients' needs and provide personalized service that focuses on their long-term well-being. By embedding Merrill research within their investment approach, they customize client portfolios and stay informed of changing market conditions. Their commitment to integrity and care is evident in their work, as they guide clients toward their financial goals and legacies with empathy and reliability. Recognized for their exemplary client service, Merrill Lynch Financial Advisor Kristen Danek is dedicated to serving clients with the highest level of professionalism and expertise.