Merrill Lynch Financial Advisor Lauren Leventry

Services Offered

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

About

Lauren Leventry is a Certified Financial Planner (CFP®) and financial advisor based in Annapolis, Maryland. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Lauren provides comprehensive financial planning services, focusing on helping individuals and families achieve their financial objectives. Her practice is dedicated to understanding the unique circumstances of each client to deliver personalized financial guidance.

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