Angela Cruz
Vice President, Relationship Manager
- Role
- Relationship Manager, Vice President at Merrill Lynch
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Angela Cruz
Loyalty. Duty. Respect. Selfless Service. Honor. Integrity. Personal Courage. These are the core values that were instilled in me during my service in the U.S. Army and they are the same principles that help shape the way I approach my role as a Relationship Manager with Merrill Lynch Wealth Management. My introduction to the world of finance came at a young age as my family endured monetary hardships. My journey made me realize that I never wanted to see anyone experience the same difficulties my family sustained. Today I provide a diverse clientele across the country, including female entrepreneurs, with the advice, guidance and long-term support they need to embark on a successful future. It\'s humbling when they thank me for helping make a stressful situation easier, and it\'s extremely rewarding when they tell me that a strategy I helped build has come to fruition. ABOUT ME • I\'m extremely passionate about our clients and their well-being. When speaking with me, you\'ll know you are heard and understood. • I also strive to help you organize and simplify your financial life so you can recapture precious free time and focus on the passions and priorities you deem most rewarding. • My ongoing collaboration with you and your other professional advisors helps keep everyone on the same page so that your needs can be addressed in a unified manner. • I\'m a member of several professional networking groups at Bank of America, including Women\'s Exchange, and the Military Support & Assistance Groups. • I enjoy volunteering with WESOS, a professional networking community of women entrepreneurs, because I want to help other women build successful businesses. • My family is of the upmost importance to me. I have five sisters and I love spending my free time being \'Aunt Angela\' to my nieces and nephews who I absolutely adore.*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.
Experience
Relationship Manager, Vice President
Feb 2021 — Present
Education
Joliet West H.S.
High School Diploma/GED
1995 — 1999
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