Merrill Lynch Financial Advisor Avery Saxe

Services Offered

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

About

Avery Saxe is a financial advisor based in Towson, Maryland, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA), and Certified Plan Fiduciary Advisor (CPFA), Avery provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys with personalized strategies.

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