Bank of America | Merrill - Susan Kelsey, Financial Advisor. Lillard, Gorman & Kelsey Team
Financial Management & PlanningFinancial Consultants
One of the reasons I decided to become a financial advisor is to help women achieve financial independence. Financial independence allows you to have choices in life, including the type of health care you want, the type of retirement lifestyle you desire, the travel budget you will have during retirement and what type of legacy do you want to leave for your family. I often work with women that have the challenge of worrying about being a burden to their children. I help them create the SUSAN KELSEY NO SURPISE wealth management plan. This plan helps you understand your cash flow for the remainder of your life, so there are no surprises.
The second reason I am a financial advisor is I am interested in investing in companies, organizations and funds with the intention to generate measurable social and environmental impact alongside a potential financial return. This is called, ''Impact Investing'' and the Merrill Chief Investment Office (CIO) has strategies for clients interested socially responsible and sustainable investing. We will work with you through a strategy selection process that aligns with your personal goals with the purpose of creating positive environmental and social impact within your risk profile and time horizon.
At Merrill, our team is supported by 800 of some of the finest financial researchers in the world. Together, we will work with you to create a discipline process, a roadmap designed to achieve financial freedom, that will build on your unique needs and dreams. I welcome a connection.
- Susan L. Kelsey, Financial Advisor
- Financial Advisor
- Retirement planning
- Wealth Management
- Tax planning