Merrill Lynch Financial Advisor Colleen Shepard

Services Offered

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

About

Colleen Shepard is a Certified Financial Planner (CFP®) and financial advisor based in Washington, District of Columbia. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Colleen provides comprehensive financial planning services, including retirement planning and investment management. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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