Carly Pickel
Assistant Vice President, Wealth Management Advisor, Retirement Accredited Financial Advisor
- Role
- Wealth Management Advisor, Assistant Vice President at Merrill Lynch
- Location
- Farmington Hills, MI, US
- LinkedIn followers
- 500 followers
About Carly Pickel
Our team is driven by the desire to help our clients simplify their financial…
Experience
Wealth Management Advisor, Assistant Vice President
Oct 2015 — Present
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Skills
- Socially Responsible Investing
- Client Support and Service
- Goals-Based Wealth Management
- Women's Financial Literacy
- Customized Retirement Planning
- Investment Advising
- Wealth Preservation
- Asset Transition
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