Merrill Lynch Financial Advisor Katherine O'brien

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Katherine O'brien is a financial advisor based in Lake Oswego, Oregon, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Katherine specializes in providing personalized financial planning and investment management services. Her practice is dedicated to helping individuals and families achieve their financial objectives through comprehensive and strategic guidance.

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