Merrill Lynch Financial Advisor Kelia Grubb

Clear guidance, steady planning, and personal attention: that's what we offer at Merrill Lynch Financial Advisor Kelia Grubb. We are a financial advisory practice serving clients from our base in the Financial District-South Beach neighborhood of San Francisco.

Our work centers on financial consulting and financial planning, helping individuals and families organize their goals, investments and long-term plans. We take the time to understand each client's situation before recommending a path forward, so that decisions are made with confidence rather than pressure.

Our practice is built on the Merrill Lynch platform, giving our clients access to a broad range of financial resources backed by a national firm. We welcome clients across San Francisco and throughout the Peninsula and the greater Bay Area who are looking for a thoughtful partner in their financial future.

Learn more and get in touch through our website.