Kelly Strand is a dedicated financial advisor with a passion for helping others achieve their financial goals. Drawing on her previous experience in commercial banking, Kelly helps clients with goals based financial planning, potential retirement solutions and tax minimization strategies while navigating diverse economic landscapes. Kelly is committed to providing personalized strategies for long term aspirations. With a diverse background, and a team boasting over 50 years of combined experience, Kelly strives to give comprehensive and informed financial guidance. Beyond the office, she enjoys running, coaching track and field, skiing and exploring new destinations.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.