Merrill Lynch Financial Advisor Cynthia Kelley

Services Offered

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

About

Cynthia Kelley is a financial advisor based in Houston, Texas, affiliated with Merrill Lynch. She specializes in providing investment advice and strategies that are tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Cynthia holds the Chartered Financial Consultant (ChFC) and Certified Plan Fiduciary Advisor (CPFA) designations, which enhance her ability to guide clients through complex financial decisions. Her practice focuses on helping individuals and families achieve their financial aspirations through personalized planning and investment management.

Reviews

Location

Business Information