Marney McKee
Marney McKee follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. Marney holds the esignations>CFPCRPC designation. Marney is passionate about delivering excellent service.
Our team is involved with local communities, assisting charitable organizations such as Project Lift and the Martin Arts Foundation. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
