Merrill Lynch Financial Advisor Katherine Herrlich

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Katherine Herrlich is a financial advisor based in Naples, Florida, 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 Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®), Katherine provides comprehensive financial planning and investment management services. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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