Merrill Lynch Private Wealth Advisor Todd Kelly

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Todd Kelly is a Private Wealth Advisor based in Bellevue, Washington, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA), Todd provides comprehensive financial planning services. His practice focuses on serving high-net-worth individuals and families seeking personalized financial guidance.

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