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Stamford, CT
Merrill Lynch Wealth Management Office
301 Tresser Blvd
Floor 10
Stamford, CT 06901
203.356.8600
203.356.8600
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Here’s an opportunity you may have been waiting for: a chance to offer clients and prospects the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. You and I can collaborate on developing potential strategies designed to help clients preserve, grow and distribute wealth.
Stamford, CT
Merrill Lynch Wealth Management
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Senior Vice President, Resident Director - Wealth Management Advisor
203.356.8731
Visit website203.356.8731
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.