Kelsey Regan
,
Vice President, Senior Financial Advisor
NMLS #1451458
6950 Tpc Dr
McKinney, TX 75070
972.369.1924
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Kelsey Regan offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address the various aspects of their financial lives. Kelsey Regan holds a bachelor's degree in International Relations from University of Rochester and a MBA in Finance from University of Rochester. Kelsey Regan has been in the financial services industry since 2009 and joined Merrill in 2015.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Calipa
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #969177
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Kelsey Regan is registered to do business in CA, CO, CT, FL, GA, HI, IL, MA, MD, MI, NC, NH, NJ, NV, NY, PA, RI, TN, TX, UT, WA, WI.