Merrill Lynch Financial Advisor Lisa Cerbone Montalto

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Lisa Cerbone Montalto is a financial advisor based in Ridgefield, Connecticut, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to align with her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Lisa provides comprehensive financial planning services, including investment management and retirement planning. She serves individuals and families looking for personalized financial guidance to achieve their financial objectives.

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