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Helping families grow, protect, and smoothly transition their wealth with clarity and care
Annelise Kettmann
Merrill Lynch
Introduction
Introduction
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.
What They Do
What They Do
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.
Location & Service Area
Location & Service Area
Based in Santana Row in San Jose, Annelise serves clients across the entire United States.
What Makes Them Different
What Makes Them Different
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.
Services Offered
Who They Help
Who They Help
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.
Know someone who says...
"They're worried about how to pass their wealth to their kids without them losing it all"
"They need help creating a retirement plan that actually makes sense"
"Their financial situation is getting complicated and they need someone who really gets it"
"They want a financial advisor who will be straight with them, not just sell products"
Fun Fact
Fun Fact
Annelise is a coffee enthusiast who brings the same energy and focus to helping families navigate their most important financial decisions.
Quick Facts
Ready to Connect?
Call Bruce now to ask questions or book services with Merrill Lynch
Call 833-853-6789