Francois Morin Email Address

Senior Financial Advisor, Assistant Vice President

Merrill Edge is a financial services company that provides online discount brokerage services.

At Merrill Lynch Wealth Management my team and I help manage wealth planning and investment strategy for families, family businesses and endowments. Our personal team of five advisors leverages the intellectual capital and investment platform at Merrill, the banking capabilities at Bank of America and the trust and estate expertise at Bank of America Private Bank (formerly US Trust). Distinguished service, responsible strategy and our clients' trust are what we strive for every day. Relationships start by listening to each unique story and simply asking the questions that unearth the foundation to a wealth management plan. Rigorous processes and personal meetings help ensure your milestones are met proactively instead of re-actively. When it comes to investing, we're proud that each team advisor has worked for both families and for global Wall Street institutions. We believe that experience serves as an important differentiator in helping decipher prudent investment risk from what less informed teams may see. Responsible investing begins with planning. Without a personalized plan, investments will never fully align with your needs and goals. If you're interested in learning more about the significance of aligned investing please reach out to me at francois.morin@ml.com, I would love to continue the conversation with you. - Past Roles Summarized- - RDM Financial Group - Private Wealth - Trading & Portfolio Construction, Investment Committee Member - Swiss Marine Services SA - Global Shipping – Commodity Futures & Swaps Trader - Duart Capital Management LLC - Global Long/Short Equity Hedge Fund - Head of Trading - Mercury Partners LLC - Global Long/Short Equity Hedge Fund - Head of Asia Trading, Senior US Trader - Oscar Gruss & Sons, Inc. - Wall Street Broker/ Dealer- Equity and Fixed Income Sales Trader - Maple Securities USA, Inc. - Program Trading - Trader - JP Morgan Securities- Equity & Fixed Income Operations Team