Merrill Lynch Financial Advisor Julie Staehr

Merrill Lynch Financial Advisor Julie Staehr, located at 2959 North Rock Road, Wichita, Kansas, United States, is dedicated to helping clients plan for the retirement they’ve always envisioned. The team at Merrill works closely with each individual to understand their unique priorities and financial situation, in order to create a personalized plan to help them pursue their financial goals while managing investment risk. With a focus on understanding each client's goals, risk tolerance, and priorities, the team at Merrill uses their experience and resources to guide clients towards their desired outcomes.

The institution believes in a personalized approach to wealth management, recognizing that no two investors are alike. By working closely with clients to understand their goals, values, and investment preferences, the team at Merrill helps create a financial strategy with measurable goals and personalized advice. Through tools like the Investment Personality Assessment, the team gains a deeper understanding of each client's investing preferences to customize their financial approach accordingly.

Merrill's financial planning process begins with getting to know each client and understanding their goals, risk tolerance, and liquidity needs. By collaborating with clients to create a personalized plan, the team at Merrill helps clients make investment decisions that align with their goals and values. Whether clients are planning for retirement, saving for a home, or funding a child's education, Merrill is committed to providing exemplary client service and addressing each client's unique needs throughout their relationship.

Recognized by financial industry publications like Forbes, Merrill's advisors are dedicated to providing quality service and personalized advice to help clients achieve their financial goals. With a team of talented and experienced individuals supported by the global resources of Merrill, clients can trust that they are working with a team committed to building strong client relationships based on trust and personalized service.