Merrill Lynch Financial Advisor Kellie Forst

Services Offered

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

About

Kellie Forst is a financial advisor based in Annapolis, Maryland, 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®), Kellie provides comprehensive financial planning services, focusing on helping individuals and families achieve their financial objectives. Her practice is dedicated to understanding the unique needs of her clients and guiding them through their financial journeys.

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