- Bank of America (Louisville, KY)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Louisville & Associates Market...be equipped with the expertise to support them with personal investing tools and resources. During this stage of… more
- Bank of America (Louisville, KY)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...help clients pursue the life they envision through a personal relationship with their advisory team committed to their… more