Merrill Lynch Financial Advisor Julie Sandberg

Services Offered

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

About

Julie Sandberg is a financial advisor based in Nashville, Tennessee, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Julie provides comprehensive financial planning services, including retirement planning and investment management. Her practice focuses on helping clients achieve their financial objectives through personalized guidance and strategic planning.

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