Merrill Lynch Financial Advisor Lora Robertson

Services Offered

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

About

Lora Robertson is a financial advisor based in Greenwich, Connecticut, affiliated with Merrill Lynch. She specializes in providing investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Lora is a Certified Divorce Financial Analyst (CDFA), which enhances her ability to assist clients navigating financial decisions during divorce. Her practice focuses on helping individuals and families achieve financial stability and growth through personalized planning and investment management.

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