Merrill Lynch Financial Advisor Carrie O'Neil

Services Offered

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

About

Carrie O'Neil is a financial advisor based in Guilford, Connecticut, affiliated with Merrill Lynch. She specializes in providing 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 Plan Fiduciary Advisor (CPFA), Carrie offers a comprehensive approach to financial planning. Her services are designed for individuals seeking to align their investments with their personal financial objectives.

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