Kathleen Walsh

Financial Solutions Advisor at Merrill Edge - Prescott, AZ, US

Kathleen Walsh's Colleagues at Merrill Edge
Sai Villanueva

Vice President - Life Services Team Manager

Contact Sai Villanueva

Alexander LaFazia

AVP; Business controls Specialist

Contact Alexander LaFazia

Richard Danforth

Direct Supervision Principal

Contact Richard Danforth

Pedro Morel

Investment Specialist VCA

Contact Pedro Morel

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Kathleen Walsh's Contact Details
HQ
928-777-7062
Location
Washington County, Rhode Island, United States
Company
Merrill Edge
Kathleen Walsh's Company Details
Merrill Edge logo, Merrill Edge contact details

Merrill Edge

Prescott, AZ, US • 1000 - 4999 Employees
Financial Services

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients' needs and expectations.We can offer a full suite of products and services including:- Potential investment solutions and products- Retirement income planning- College planning- Small Business SolutionsMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity© 2020 Bank of America Corporation. All rights reserved. 2962366

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Details about Merrill Edge
Frequently Asked Questions about Kathleen Walsh
Kathleen Walsh currently works for Merrill Edge.
Kathleen Walsh's role at Merrill Edge is Financial Solutions Advisor.
Kathleen Walsh's email address is ***@merrilledge.com. To view Kathleen Walsh's full email address, please signup to ConnectPlex.
Kathleen Walsh works in the Financial Services industry.
Kathleen Walsh's colleagues at Merrill Edge are Michael Ferreira, Moira Cardanha, Sai Villanueva, Alexander LaFazia, Jason Vasconcellos, Richard Danforth, Pedro Morel and others.
Kathleen Walsh's phone number is 928-777-7062
See more information about Kathleen Walsh