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Senior Financial AdvisorVice President300 SOUTH ORANGE
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Kirsty is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Retirement Planning CounselorSM (CRPC®) designee with over 20 years’ experience helping executives, families and business owners build and maintain significant wealth. Kirsty focuses on helping her clients plan for, transition to and create a reliable income stream throughout retirement.Getting your financial house in order requires having someone who understands and can coordinate all the moving parts of your financial life so that they all work together to achieve the lifestyle you want to live. Kirsty can help you do this.Kirsty helps her clients develop realistic strategies that address the following areas: • retirement, longevity, health planning• liability and risk management• financial management• tax-efficient investing• college saving plans• income replacement• social security planning• beneficiary designations and estate planning services In our initial conversations, the focus will shift from short-term decisions to long-range strategies. You will begin Merrill Lynch's disciplined, wealth management process of establishing objectives, setting strategy, implementing the advice and then, your progress will be actively reviewed on an on-going, consistent basis. Clients remain focused on long-term goals while getting the advice they need to make appropriate tactical decisions for challenging, shorter-term market environments. 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. Her volunteer and fund-raising efforts center around helping children lead healthier lives and cancer research. Kirsty lives in Winter Park with her husband Jeff, daughter Brielle and two dogs: Biscuit and Massimo.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Kirsty Walker is registered to do business in : AZ, CA, FL, GA, NC, TX
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