Merrill Lynch Financial Advisor Sheli Schweinhart

Services Offered

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

About

Sheli Schweinhart is a financial advisor based in Cincinnati, Ohio, 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 Chartered Retirement Planning Counselor (CRPC®), Sheli specializes in creating personalized financial plans that help clients navigate their financial journeys. Her practice focuses on providing guidance to individuals and families looking to achieve their financial objectives.

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