Merrill Lynch Financial Advisor Lori Minard

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Lori Minard is a financial advisor based in Bellevue, Washington, 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 a Chartered Investment Management Analyst (CIMA), Lori provides comprehensive financial planning and investment management services. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance and strategic planning.

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