Merrill Lynch Financial Advisor Kerry Givant

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Kerry Givant is a financial advisor based in Newport Beach, California, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Kerry specializes in comprehensive financial planning and investment management, ensuring that clients receive personalized attention and guidance. His focus is on helping individuals and families navigate their financial journeys effectively.

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