Merrill Lynch Financial Advisor Katie Henry
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 555 California St 9th Floor, San Francisco, CA 94104
- Phone
- (415) 274-6105
- Website
- advisor.ml.com
- Neighborhood
- Financial District-South Beach
- County
- San Francisco County
Hours
- Monday: 7 AM–3 PM
- Tuesday: 7 AM–3 PM
- Wednesday: 7 AM–3 PM
- Thursday: 7 AM–3 PM
- Friday: 7 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Clients across San Francisco and the Bay Area turn to Merrill Lynch Financial Advisor Katie Henry for personalized financial planning and advice that helps them pursue their long-term goals with greater confidence. We are based in the Financial District-South Beach neighborhood of San Francisco, where we work with individuals and families on building, managing and protecting their finances.
Our services center on financial planning and investment guidance, tailored to each client's circumstances and priorities. We take the time to understand where you are today and where you want to go, then build a plan around those answers.
Our approach is clear and straightforward, so you always know what we are recommending and why.
To learn more about our services, visit our website or stop by to start a conversation.
Our services center on financial planning and investment guidance, tailored to each client's circumstances and priorities. We take the time to understand where you are today and where you want to go, then build a plan around those answers.
Our approach is clear and straightforward, so you always know what we are recommending and why.
To learn more about our services, visit our website or stop by to start a conversation.