
Colleen Cusick, CIMA®, CRPC™
Wealth Management Advisor, Senior Vice President

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About me
Senior Vice President, Wealth Management Advisor
Education

The Ohio State University
1979 - 1980Master's Degree
Miami University
1975 - 1979Bachelor's Degree
Experience

Merrill Lynch Wealth Management
Dec 1983 - nowWealth Management Advisor, Senior Vice PresidentMerrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.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.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.Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor. Show less
Licenses & Certifications

Certified Investment Management Analyst
Investments & Wealth InstituteAug 2004
Retirement Accredited Financial Advisor
Merrill Lynch InternalOct 2020
Chartered Retirement Planning Counselor
College For Financial PlanningMar 2005
Certified Plan Fiduciary Advisor
NAPA National Association of Plan AdvisorsMay 2022
Personal Investment Advisor
Merrill Lynch InternalNov 2014
Languages
- enEnglish
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