Kira Williams
Kira was born and raised in Miami. She earned her Bachelor's degree from the University of Miami Frost School of Music and an M.B.A. in Finance and Strategy from Vanderbilt University in Nashville, TN. She holds the Certified Plan Fiduciary Advisor® designation and FINRA Series 7 and Series 66 FINRA registrations. Kira is part of The Bielfield Moskowits Group here at Merrill.
Kira is passionate about investing and servicing her clients. As a second generation legacy advisor, she has been actively investing in the stock market from a young age. Kira leverages her understanding of investing to help clients learn how to navigate the volatility of the markets and stay on track to meet financial goals. Kira is often overheard telling clients, “It is my great pleasure and honor to serve as your Financial Advisor. What can I help you do today?"
Kira believes many clients refer friends and family to her and her team because of their commitment to building lifelong business relationships with trust, value, and integrity.
Whether you are new to investing, looking to save money for college, need help with retirement planning or creating a lifetime income stream and managing investments through your retirement years, Kira and her team can offer specific strategies to meet your unique needs.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
