Merrill Lynch Financial Advisor Karlie Lorenz

Services Offered

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

About

Karlie Lorenz is a financial advisor based in Yardley, Pennsylvania, 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®) and Certified Plan Fiduciary Advisor (CPFA), Karlie provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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