Merrill Lynch Financial Advisor Michelle Perry

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Michelle Perry is a financial advisor based in Santa Barbara, California, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Michelle specializes in providing comprehensive financial planning services. Her practice is focused on helping clients achieve their financial objectives through personalized guidance and investment management.

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