Aurelia Detwiler
Senior Financial Advisor, Retirement Benefits Consultant
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Aurelia Detwiler
Among the reasons I chose to join the financial services industry is my desire to help others. This passion to help stems from my experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help others define their goals, establish a wealth management approach centered on their priorities and then help them to adjust their approach, as needed, as the inevitable changes in life occur.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Senior Financial Advisor
Jan 2022 — Present
Education
California State University System
Bachelor's Degree
1996 — 1999
Skills
- Defined Contribution
- Employee Benefits
- Financial Planning
- Series 63
- Securities
- Wealth Management
- Financial Services
- Retirement
- Finance
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 65
- Retirement Plan Consulting
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Investment Management
- Variable Annuities
- Retirement Planning
- Finra
- Qualified Retirement Plans
- Series 6
- Series 7
- Asset Management
- Insurance
- Investments
- Investment Advisory
- Etfs
- 401k
- Financial Advisory
- Uniform Combined State Law
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