PROFESSIONAL PROFILE

Pamela Kiernan is a Wealth Management Advisor at Merrill Lynch in Stamford CT. She and her team leverage Merrill's institutional and private client resources to give comprehensive, and easy-to-understand investment and financial planning solutions to local companies, individual investors, and families.

Pamela will assist client with: retirement planning, funding trusts, planning for an inheritance, divorce or estate settlement, transferring assets between generations, tax minimization, owning concentrated equity positions, and funding college.

Portfolios are dictated by the clients' time horizon and risk tolerance.

The client's family, legal and tax advisors are welcomed in the planning process.

Memberships: Chartered Financial Analysts (CFA) Institute, Stamford (CT) Society of Investment Analysts.

Pamela earned the Chartered Retirement Planning Counselor (CRPC) designation fom the College of Financial Planning in 2006. She earned her undergraduate degree in Art History from Purchase College, New York, and is an active member of its alumni. She and her family live in Darien, CT.

RETIREMENT PLANNING AND ROLLOVER SEMINARS Spring 2012:

March 6,7: Greenwich
March 20,21: Stamford
April 3,4: Norwalk

Space is limited, RSVP to 203-356-8667.