Carol A. Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Carol A. Anderson, CFP®

Vice President Sr Wealth Planner

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206
(214) 750-2005

General

Carol Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in DALLAS, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Life Planning, Long-term Care, Sudden Wealth

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