Merrill Lynch Financial Advisor Ashley Lenz

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Ashley Lenz is a financial advisor based in Coeur d'Alene, Idaho, with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), Ashley specializes in providing comprehensive financial planning services. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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