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Merrill Lynch Financial Advisor Kerry B Vetter
1630 South Lindbergh Boulevard, St. Louis, Missouri, United States
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About the Merrill Lynch Financial Advisor Kerry B Vetter
Merrill Lynch Financial Advisor Kerry B Vetter is a finance institution located at 1630 South Lindbergh Boulevard, St. Louis, Missouri, United States. With over 24 years of experience in the Financial Services Industry, Kerry specializes in Goals-Based Wealth Management Strategies, Asset and Liability Management, and Strategic Investment Planning for Accumulation, Building, Preserving, and Distribution of Wealth. Kerry holds certifications such as Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor (CRPC™), and Certified Plan Fiduciary Advisor (CPFA). Kerry's approach is to provide personalized service and need-based advice to clients, developing a deep understanding of their financial objectives with a caring and professional approach.
As a Merrill Lynch Wealth Management Advisor, Kerry focuses on building strong client relationships based on trust and personalized service. By participating in the community and volunteering with organizations, Kerry follows the deep-seated Merrill tradition of serving the community. Merrill Personal Wealth Analysis™ is used to build and document personalized plans centered on clients' goals. With access to the global resources of Merrill, Kerry's team is committed to helping clients pursue their financial goals and priorities, even as they change over time.
By getting to know clients personally and understanding their goals and priorities, Kerry helps create a financial approach that reflects their unique needs. Through ongoing reviews and discussions, Kerry aims to help clients stay on track to achieve what matters most to them. Kerry believes that financial success can be achieved by making investment-related decisions and trade-offs that help clients reach personally meaningful goals. With a focus on providing guidance on retirement planning and wealth management needs, Kerry strives to become an essential lifelong resource to clients who have placed their trust in him.
Photos of Merrill Lynch Financial Advisor Kerry B Vetter
1630 S Lindbergh Blvd, St. Louis, MO 63131, United States
Opening hours of Merrill Lynch Financial Advisor Kerry B Vetter
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
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