Merrill Lynch Wealth Management
Annalise Morris, CFP ®, ChFC®, CDFA ®
(ONLINE WEBINARS ONLY DURING SHELTER IN PLACE)
Please feel free to contact Dayna Wilson via email or phone 925-788-6582 concerning questions you may have about downsizing, senior living options, 55+ neighborhoods, or other related topics. If our staff is unable to answer your questions, we will direct you to one of our many subject matter experts who will be happy to assist you.