Merrill Lynch Financial Advisor Paul Vannatta

Services Offered

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

About

Paul Vannatta is a financial advisor based in Mt Pleasant, South Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Paul specializes in comprehensive financial planning and investment management. He serves individuals and families looking for personalized financial guidance to achieve their long-term financial objectives.

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