Merrill Lynch Financial Advisor Codie Tiffin

Merrill Lynch Financial Advisor Codie Tiffin, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, the team gets to know you and your family, helping you plan for your individual lifetimes and legacy. They provide insights, observations, and ideas to assist you in pursuing your financial goals, whether it's for your business, retirement, family, or philanthropic desires. The team works with your estate planning attorney and tax advisor to preserve, protect, and control your wealth. With a focus on trust and personalized service, Merrill Lynch Wealth Management Advisors like Codie Tiffin are committed to building strong client relationships and helping you pursue what matters most to you and your family. They offer personalized financial plans, rooted in understanding your unique priorities and goals, to help you navigate life's changes and achieve your financial objectives. By utilizing tools like the Investment Personality Assessment and staying updated on your life changes, the team ensures that your financial approach aligns with your beliefs and values. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch Financial Advisor Codie Tiffin is dedicated to working with you to develop a wealth management approach for the future.