Cason White
International Wealth Management Advisor
- Role
- International Wealth Management Advisor, Vice President at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Cason White
My job is to help clients make sound financial decisions. This process is different for…
Experience
International Wealth Management Advisor, Vice President
Oct 2014 — Present
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Skills
- Financial Services
- Series 7
- High Net Worth Individuals
- Charitable Gift Planning
- Wealth Management Services
- Investment Strategies
- Fixed Income
- Risk Management
- Investment Advisory
- Portfolio Management
- Mutual Funds
- Alternative Investments
- Wealth Management
- Retirement Planning
- Finance
- Asset Allocation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.