Merrill Lynch Financial Advisor Julie Bolton

Services Offered

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

About

Julie Bolton is a financial advisor based in Winter Park, Florida, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Julie specializes in creating personalized financial plans that help clients navigate their financial journeys. Her practice focuses on providing guidance to individuals seeking to achieve their financial objectives through informed investment decisions.

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