
Timeline
About me
Senior Vice President, Resident Director
Education

Hughesville high school
1986 - 1992High school diploma/ged
Experience

Merrill lynch wealth management
May 2011 - nowResident director, senior vice presidentSenior Portfolio Advisor / Senior Portfolio AdvisorA Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Licenses & Certifications

Personal investment advisor
Merrill lynch internalFeb 2014
Volunteer Experience
Volunteer
Issued by Major League Baseball Players Alumni Associaction
Associated with JASON PHILLIPS
Languages
- enEnglish
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