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Merrill Lynch Wealth Management
San Jose, Santa Clara

Financing specialist
 : 
Merrill Lynch Wealth Management

San Jose, Santa Clara

Prices

Contact this professional to discuss your project details and price.
About Merrill Lynch Wealth Management
Professional experience
6. Title: Lisa Thompson - Wealth Management Advisor in San Jose, CA 95113 Description: With a passion for helping individuals and families achieve their financial goals, Lisa Thompson brings years of experience as a Wealth Management Advisor at Merrill Lynch. Dedicated to providing personalized and comprehensive financial solutions, Lisa guides her clients through the complexities of wealth management with care and expertise. 7. Title: James Reynolds - Financial Consultant in San Jose, CA *information hidden* Description: James Reynolds, a highly skilled Financial Consultant at Merrill Lynch Wealth Management, has been helping clients navigate the world of finance for over a decade. With a commitment to understanding his clients' unique needs and goals, James offers tailored investment strategies and holistic financial advice to help them achieve financial success. 8. Title: Jennifer Lee - Private Wealth Advisor in San Jose, CA 95113 Description: As a Private Wealth Advisor at Merrill Lynch, Jennifer Lee is dedicated to providing high-net-worth individuals with exceptional financial guidance and customized solutions. With years of experience and a deep understanding of complex wealth management strategies, Jennifer helps her clients grow and protect their assets, ensuring they can confidently navigate their financial future. 9. Title: Eric Johnson - Retirement Planning Specialist in San Jose, CA *information hidden* Description: As a Retirement Planning Specialist at Merrill Lynch Wealth Management, Eric Johnson specializes in helping individuals and families prepare for a financially secure retirement. Eric understands the unique challenges and opportunities that retirement planning entails and is committed to developing comprehensive strategies tailored to his clients' specific needs and objectives. 10. Title: Morgan Davis - Portfolio Manager in San Jose, CA 95113 Description: With a strong background in investment management, Morgan Davis brings a depth of expertise as a Portfolio Manager at Merrill Lynch Wealth Management. By leveraging an in-depth analysis of market trends and a disciplined approach to portfolio construction, Morgan works closely with his clients to design investment strategies that align with their financial goals and risk tolerance.

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Location

San Jose, Santa Clara (95101)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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