Ms Kay F Sullivan CFP
Merrill Lynch, Pierce, Fenner & Smith, Incorporated
3775 Via Nona Marie Fl 3, Carmel, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Income Management, Wealth Management, Women's Finances
Client Reviews (1 reviews)
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