Annelise Kettmann from Merrill Lynch helps families create clarity around their wealth and specializes in smooth generational transitions, all with transparency and personal care that makes complex financial planning manageable.

• Family-led team
• Specializes in retirees
• Focus on generational wealth
• Nationwide client service
• Emphasizes transparency

Annelise Kettmann and her family-led team at Merrill Lynch assist families in growing and protecting their wealth through comprehensive financial planning. They specialize in working with retirees to manage wealth and facilitate smooth asset transitions to the next generation. Their expertise also includes tax strategy that brings clarity to clients' careers and financial lives.

Based in Santana Row in San Jose, Annelise serves clients across the entire United States.

Annelise is part of a family-led team with deep experience that prioritizes transparency and genuine communication. This approach builds long-term relationships founded on trust and smooth collaboration, ensuring exceptional client care.

Annelise works best with families, especially retirees, who are seeking to manage and transition their wealth effectively. She partners closely with CPAs, estate planning attorneys, insurance agents, and other financial professionals who value transparency and long-term relationship building to provide comprehensive solutions for complex financial transitions.

Annelise is a coffee enthusiast who brings the same energy and focus to helping families navigate their most important financial decisions.