Charles Pollack

Wealth Management Advisor, Vice President @Merrill Lynch

White Plains, NY, US
EMAILS
c••••••••@ml.com
MOBILE NUMBERS
+14•••••••80

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WORK HISTORY

Dec 2008 — Present

Wealth Management Advisor, Vice President @Merrill Lynch

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Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

EDUCATION

1982 — 1984

University of Chicago

Attended no Degree Conferred

1978 — 1982

Ardsley High School

High School Diploma/GED

SKILLS

Goals Based Asset ManagementAdvice and GuidanceInvestment Personality AssessmentRetirement Planning and ForecastingGoals Based Investment StrategiesClient Relationship BuildingBrokerage ServicesAsset TransitionWealth Strategy for Families Who Own a Business

ABOUT CHARLES POLLACK

I\'ve always been a \"belt and suspenders\" advisor who focuses on managing risk across…

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