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TOP 30 Data strategy consulting in Summit, NJ
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Merrill Lynch Financial Advisor Kathleen "KC" Maloney
Merrill Lynch Financial Advisor Kathleen "KC" Maloney is located at 1 Deforest Avenue, Summit, New Jersey, United States. As a First Vice President, Wealth Management Advisor in the Short Hills, Merrill Complex, KC is a CERTIFIED FINANCIAL PLANNER™ certificate and holds a CPFA designation. With Series 7 and 66 FINRA registrations, KC collaborates with clients to clarify their current situation, risk parameters, objectives, and life goals. By analyzing data gathered during the preliminary meeting, she constructs a plan to help clients reach their financial goals. The institution offers personalized wealth management plans that are continuously reviewed and updated to ensure they align with clients' evolving needs and goals. KC's team at Merrill Lynch Wealth Management provides comprehensive financial services including retirement planning, investment management, estate planning, and risk management strategies. By focusing on building strong client relationships based on trust and personalized service, the team helps clients achieve their financial goals. Through a personalized approach and ongoing monitoring, Merrill Lynch Financial Advisor Kathleen "KC" Maloney aims to provide clients with confidence that their financial goals and dreams can be achieved.
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