Merrill Lynch Financial Advisor Jessica Lee

Services Offered

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

About

Jessica Lee is a financial advisor based in Brooklyn, New York, 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®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), she provides comprehensive financial guidance. Jessica serves individuals and families looking for personalized financial planning and investment management solutions.

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