Merrill Lynch Financial Advisor Kelsey Irwin

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Kelsey Irwin is a financial advisor based in Latham, New York, affiliated with Merrill Lynch. She provides investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Kelsey specializes in creating personalized financial plans. Her services are designed for individuals and families seeking to achieve their financial objectives through informed investment decisions.

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