Merrill Lynch Financial Advisor Callie Taylor

Services Offered

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

About

Callie Taylor is a financial advisor based in San Diego, California, affiliated 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), Callie specializes in providing comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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