
Timeline
About me
Vice President, Senior Private Wealth Planner
Education

University of virginia
2012 - 2013Master's degree
Washington & lee university
2008 - 2012Bachelor's degree
Experience

Merrill lynch
Jan 2015 - nowSenior private wealth planner, vice presidentSenior Private Wealth Planner
Licenses & Certifications

Certified financial planner
Cfp boardFeb 2017
Chartered retirement planning counselor
College for financial planningDec 2015
Languages
- enEnglish
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