Merrill Lynch Financial Advisor Diane Rooney

Services Offered

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

About

Diane Rooney is a financial advisor based in Boston, 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®), Chartered Retirement Planning Counselor (CRPC®), and a Sustainable Responsible Investment Counselor (CSRIC®), Diane provides comprehensive financial planning services. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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