Merrill Lynch Financial Advisor Donna Weidl

Services Offered

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

About

Donna Weidl is a financial advisor based in Santa Barbara, California, 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 Financial Consultant (ChFC®), and Certified Divorce Financial Analyst (CDFA), Donna provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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