Merrill Lynch Private Wealth Advisor Rachel Kelley

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Rachel Kelley is a Private Wealth Advisor based in Boston, Massachusetts, providing 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®), she specializes in comprehensive financial planning and investment management. Rachel serves individuals and families seeking personalized financial guidance to help them achieve their financial objectives. Her approach focuses on understanding each client's unique circumstances to deliver effective investment strategies.

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