Sally B. Kline

Ms. Kline joined Merrill Lynch in 1993 and has been in the investment industry for over 22 years.
She is a graduate of the University of Houston and received her PIA Program-Portfolio Manager Certification, from Executive Education Center at The Wharton School, University of Pennsylvania, where she also completed the Leadership Development program.
She received her Certified Financial Manager designation from the Donald T.
Reagan School of Management.
She works with individuals and businesses to organize and manage their wealth.
She believes client communication and consistent reviews are mandatory to reach client expectations.
She is currently serving as Vice President and is a member of the firms Circle of Excellence.