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We get to know you and your family, your financial situation and what matters most to you.
Kyrstie and her husband, Bryan, live in Grand Junction, CO. Her husband has been a firefighter since 2000. Together they have a beautiful girl named Izzy, and a handsome little boy named Bennett. Kyrstie and Bryan are very active. When not at the gym, they frequent the trails on the Colorado National Monument, play outdoor pickleball and are always looking for a pool to hang out at. They spend a lot of time in the kitchen, too! Kyrstie and Izzy enjoy baking, while Bryan can whip up some amazing enchiladas.
When it comes to investing, Kyrstie's passion for the markets and helping individuals and families navigate saving, is evident in her process. She obtained her CFP certification in October of 2020, and completed her master's degree in financial planning in 2023. She takes the time to get to know you and your vision for the future. The research available to her through Merrill is some of the best on Wall Street. With the help of an incredible investment team, she can make the overwhelming world of stocks and bonds not only more manageable, but work for your family so those visions for the future become reality.
Colorado Mesa University
College of Financial Planning
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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