Merrill Lynch Financial Advisor Daisy Patton

Services Offered

• investment advice
• financial planning
• investment management

About

Daisy Patton is a financial advisor based in Irvine, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Daisy specializes in providing personalized financial planning and investment management services. Her approach is designed to help individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information