Merrill Lynch Financial Advisor Kate Holloway

Financial consultant

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Services Offered

Investment advice
Financial planning
Investment management

About

Kate Holloway is a financial advisor based in Walnut Creek, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Kate specializes in providing personalized financial planning and investment management services. Her approach focuses on understanding the unique financial situations of individuals and families, helping them achieve their financial objectives.

Reviews

Location

1331 N California Blvd suite 400/700, Walnut Creek, California

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Contact This Advisor

Business Information

Address

1331 N California Blvd suite 400/700
Walnut Creek, California 94596

Phone

+1925-945-4865

Website

https://advisor.ml.com/sites/ca/walnut-creek-ca/fish_group

Business Hours

Contact for business hours