Merrill Lynch Private Wealth Advisor Kelly Westmoreland

Services Offered

• Investment management
• Financial planning

About

Kelly Westmoreland is a Private Wealth Advisor based in Atlanta, Georgia, offering personalized investment advice and strategies. She focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide tailored financial solutions. Her services include comprehensive investment management and financial planning. Kelly serves individuals and families looking to align their financial strategies with their long-term aspirations.

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Business Information