Merrill Lynch Financial Advisor Lisa Cardone-O'Connor

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Lisa Cardone-O'Connor is a financial advisor based in Clifton Park, New York, 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®) and Certified Plan Fiduciary Advisor (CPFA), Lisa provides comprehensive financial planning and investment management services. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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