Merrill Lynch Financial Advisor Bethany McDonald

Services Offered

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

About

Bethany McDonald is a financial advisor based in Pensacola, Florida, with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Chartered Financial Consultant (ChFC) and Certified Plan Fiduciary Advisor (CPFA), she provides comprehensive financial planning services. Bethany serves individuals and families looking to align their financial strategies with their personal objectives.

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