Merrill Lynch Financial Advisor Elizabeth Shepard

Services Offered

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

About

Elizabeth Shepard is a financial advisor based in Washington, District of Columbia, 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®) and Certified Plan Fiduciary Advisor (CPFA), Elizabeth provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys to achieve long-term success.

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