Merrill Lynch
Wealth Management Advisor, First Vice President - Wealth Management
Education:
University of Texas 1987 - 1989
Bachelors
The University of Texas at Austin
Skills:
Family Wealth Management Strategies Finance and Investment Personal Investments Family Financial Advisor Non Profit Wealth Advising Business Exit Strategies Business Financial Strategies Business Owner Planning Estate Planning Strategies and Wealth Transfer
Languages:
English
Certifications:
Certified Financial Planner Personal Investment Advisor Cfp Board of Standards Merrill Lynch Internal
East Handley Elementary School Ft. Worth TX 1952-1952, West Handley Elementary School Ft. Worth TX 1953-1958, Handley Middle School Ft. Worth TX 1960-1962
Bayport-Blue Point/Young High School Bayport NY 1991-1995
Community:
Janet Schmidt, Andrea Cimmino, Julia Svoboda, Christopher Lerch, Joanna Tobin, Joan Little, Keith Beebe, Kenneth Moore, Kristin Siarkowicz, Christine Ranone, Joyce Redding