Merrill Lynch
Financial Advisor at Merrill Lynch Wealth Management
Education:
Elizabethtown College 1983 - 1987
Bachelors
Elizabethtown College
Bachelors, Bachelor of Science, Finance
Skills:
Family Financial Advisor Finance and Investment Client Relationships Income Strategy During Retirement Years Investing For Women Hockey Former Small Business Owner Goals Based Investment Strategies Portfolio Review Estate and Retirement Planning Services Trust Services College Savings Strategies Boating Small Business Retirement Plans Social Security Analysis Advice and Guidance Planning For Individual Retirement
Languages:
English
Certifications:
Certified Financial Planner Personal Investment Advisor Cfp Board of Standards Merrill Lynch Internal