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Carol Floyd Ham, CFP®

Merrill Lynch

3218 Wallingford Ln
Keswick, VA 22947
Phone: (434) 984-4756
Fax: (434) 979-4710

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.