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Christine S

Series 63, Series 65

Surf City, NJ

Merrill

Christine Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, focusing on helping individuals and businesses achieve their financial goals through personalized wealth management strategies. She advises clients on a range of financial priorities including investment management, retirement planning, cash flow and liability management, education funding, wealth preservation, insurance planning, trust and estate coordination, tax-efficient wealth management, business retirement plans, succession planning, and lending solutions. Christine has a particular focus on assisting business owners with retirement and employee benefit plans as well as succession strategies. Christine holds a Bachelor's Degree from Gettysburg College and a Personal Investment Advisor (PIA) designation. Outside of her professional work, she enjoys skiing, boating, traveling, camping, hiking, scuba diving, yoga, and spending time with her husband and three children. A lifelong resident of Doylestown, Pennsylvania, she and her family have deep roots in the community.

Wealth management Retirement income strategy Income planning Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Women Professionals Women's Finance
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