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About Merrill Lynch |
| I help my clients achieve wealth by understanding what is important to them both personally and financially. After identifying priorities, I then come up with an investment strategy for them and help identify other areas they need to address to ensure financial stability. In addition to being a Certified Financial Manager, I am also a Certified Special Needs Advisor. As CSNA, I understand the special challenges families of children or adults with special needs face on a day to day basis. |
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