Merrill Lynch Financial Advisor Holly Thompson

Services Offered

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

About

Holly Thompson is a financial advisor based in Lexington, Kentucky, offering personalized investment advice and strategies. She specializes in understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide tailored financial solutions. As a Chartered Financial Analyst (CFA) and Certified Public Financial Advisor (CPFA), Holly is equipped to guide individuals and families in making informed financial decisions. Her practice focuses on helping clients achieve their financial objectives through comprehensive planning and investment management.

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