Merrill Lynch Financial Advisor Kay Sullivan

Services Offered

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

About

Kay Sullivan is a financial advisor based in Monterey, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of multiple certifications including CAP, CPFA, and CRPC, Kay provides comprehensive financial planning services. Her practice focuses on helping clients navigate their financial journeys with personalized guidance.

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