Merrill Lynch Financial Advisor Kim Caldwell

Services Offered

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

About

Kim Caldwell 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®), Caldwell provides comprehensive financial planning services, including retirement planning and investment management. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

Business Information