Merrill Lynch Financial Advisor Katie Henry

Services Offered

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

About

Katie Henry is a financial advisor based in San Francisco, California, 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®), Katie focuses on providing personalized financial guidance to help clients navigate their financial journeys. Her practice serves individuals and families looking for comprehensive financial planning and investment management solutions.

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