Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Archie Legrone
Wealth Management Advisor, Senior Vice President @Merrill Lynch
Signup · Get unlimited contacts
WORK HISTORY
Wealth Management Advisor, Senior Vice President @Merrill Lynch
You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment(particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, speak to your Merrill Financial Advisor.
EDUCATION
University of South Alabama
Bachelor's Degree
ABOUT ARCHIE LEGRONE
Prior to joining Merrill Lynch Wealth Management, I was an insurance claims professional. With over a decade of previous adjusting and claims management experience, I am very familiar with the unique financial needs of Insurance Adjusters. Claims Professionals have very little spare time, so you may not always be able to focus on all the details of managing your finances. I can work with you to help simplify your financial life; and once I understand your priorities, I can help you pursue the financial goals you\'ve set for yourself and your family. By drawing on the investment insights of Merrill and the banking convenience provided by Bank of America, I can offer strategies like the ones listed below designed to meet the specific needs of Claims Adjusters-Personal Retirement Plans utilizing 1099 income-Securities Based Lending giving you liquidity that does not disrupt your Financial Strategy-Customized mortgage solutions based on 1099 income through Bank of America-Existing 401(k) Review, Retirement Planning and Income Distribution Strategies Whether you\'re welcoming a new addition to the family, sending children to college, planning for retirement or leaving a legacy, Merrill is here to help. It\'s not about markets and returns. It\'s about what\'s important to you - your goals and your concerns. A one-on-one relationship with an experienced financial advisor can help you define your priorities and connect you to the right solutions.*NMLS ID 510678Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute\'s initial and ongoing credentialing requirements for wealth advisors.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.