Merrill Lynch Financial Advisor Carrie Woods

Services Offered

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

About

Carrie Woods is a financial advisor based in Hyannis, Massachusetts, 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®), Certified Divorce Financial Analyst (CDFA), and Certified Plan Fiduciary Advisor (CPFA), Carrie provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their objectives.

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