Merrill Lynch Financial Advisor Kim Potvin

Services Offered

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

About

Kim Potvin is a financial advisor based in New York, New York, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), Kim provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term objectives.

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