Merrill Edge is a financial services company that provides online discount brokerage services.
Senior Financial Advisor and Portfolio Manager focusing on the needs of high net worth clients, business owners and executives, retirement plans/ERISA fiduciaries, and institutional clients. Experienced in Environmental, Social, and Governance (ESG)/Impact investing - a passion shared by our clients and our team. Our team prides itself on combining the best of Merrill's wealth management capabilities with Bank of America's personal and commercial banking services to simplify our clients' financial lives.
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