Kristi Austin Email & Phone Number

Kristi Austin is a Financial Advisor with Merrill Lynch Wealth Management in Madison, Wisconsin. As a Financial Advisor, Kristi believes identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. I utilize a plan base disciplined process that enables me to work with you which includes:** Developing a thorough understanding of your financial goals and objectives** Review and analyze your current financial situation** Identify and tailor strategies that can help you meet your individual needs** Implement your customized strategy, including personalized services and benefits** Review your strategy, meeting periodically to discuss your goals and needs.Whatever you financial goal-- whether to grow your wealth, preserve it or pass it on to others, you can count on me to help you with strategy that is:** Personal----Highly individualized and committed to helping you achieve financial success** Flexible ---- Responsive to changes in your life and in your priorities over time

Listed skills include Leadership, Management, Llp, Team Building, and 4 others.

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  University Of Wisconsin

  Bachelor'S Degree