Merrill Lynch Financial Advisor Katie Soule

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Katie Soule is a financial advisor based in Burlington, Massachusetts, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), she provides comprehensive financial planning services, focusing on helping individuals and families navigate their financial journeys. Her expertise includes investment management and personalized financial guidance.

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