Financial Advisor, Merrill Lynch

Sally K Beckwith

Senior Financial Advisor

First Vice President-Wealth Management

MARKET CENTRE BUILDING
111 MARKET STREET NE
Suite 300

OLYMPIA, WA 98501

Phone: (888) 2008367
Email:

Directions to Branch

PROFESSIONAL PROFILE

Sally is a Senior Financial Advisor and First Vice President-Wealth Management, and has been a Financial Advisor with Merrill Lynch since 1986, after spending the first seven years of her career in the banking industry. She holds a Bachelor of Business Administration in Management from the University of Texas at San Antonio.

Sally specializes in working with high net worth individuals, corporate retirement and 401(k) planning strategies, nonprofit corporations, personal trusts, and personal retirement planning strategies. Sally lived in Alaska from 1981 to 2007 and now works in the Olympia, WA office to be closer to family.

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Sally Beckwith is registered to do business in:AK, AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, ME, MI, MT, NC, ND, NM, NV, OH, OK, OR, TN, TX, UT, VA, WA, WY

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