Merrill Lynch Financial Advisor Cleo Kontoulas

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Cleo Kontoulas is a financial advisor based in Charlotte, North Carolina, 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. Cleo specializes in providing personalized financial planning and investment management services. Her practice is focused on helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information