Merrill Lynch Financial Advisor Jody Mansfield

Services Offered

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

About

Jody Mansfield is a financial advisor based in Raleigh, North Carolina, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to 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), Jody provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

Reviews

Location

Business Information