Merrill Lynch Financial Advisor CAITLIN LEAHY

Services Offered

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

About

Caitlin Leahy is a financial advisor based in Aventura, Florida, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to align with her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Divorce Financial Analyst (CDFA) and Chartered Financial Analyst (CFA), Caitlin provides specialized guidance in navigating complex financial situations. Her practice focuses on helping individuals and families achieve their financial objectives through personalized planning and investment management.

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