important to you?
You have priorities and we have the insights you need to keep them front
It starts with you
success is about helping you reach your goals, not a number.
A real advantage
Industry-leading research and expert
analysis are here to help you stay ahead.
the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
know some of our other financial advisors.
Senior Financial AdvisorVice President300 SOUTH ORANGE
Kirsty is a Vice President and Senior Financial Advisor with 21 years experience helping executives and business owners build and maintain significant wealth. Having earned the Chartered Retirement Planning Counselor (SM) (CRPC®) designation, Kirsty has an in-depth knowledge of how to help clients make important decisions with their retirement savings when transitioning between companies or into and through retirement.Kirsty develops and delivers sound advice to clients in the areas of financial management, risk management and retirement planning. She also helps clients focus on estate planning issues and works with their legal and tax advisors in developing their estate plan. Kirsty diligently helps clients make appropriate tactical decisions given challenging market environments. Kirsty develops highly diversified and actively managed investment strategies that may utilize private portfolio management, mutual funds, individual stocks, bonds, annuities and alternative investments*.Kirsty begins each client relationship with an initial meeting to gather information on the client's situation. During this meeting clients complete a questionnaire to reveal their investor risk tolerance, return expectations, investment goals and objectives. During the follow-up meeting, clients receive a written financial overview and an investment proposal developed to address the client's unique circumstances. Clients are kept up-to-date on account performance and necessary adjustments on a consistent basis and receive a full annual review.Kirsty graduated from the University of Calgary, Canada with a Bachelor of Commerce degree and earned her MBA from the Crummer Graduate School of Business at Rollins College. She lives in Winter Park with her husband Jeff and daughter Brielle.* Some or all alternative investments may not be suitable for certain investors.
Kirsty Walker is registered to do business in : AZ, CA, FL, GA, NC, TX
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.