Charlie Worms
Registered Private Wealth Client Associate at Merrill Lynch
- Role
- Registered Private Wealth Client Associate at Merrill Lynch
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Charlie Worms
I am a graduate of Miami University in Ohio, where I earned my Bachelor’s degree in Finance. Originally from Minnetonka, Minnesota, I have always had a strong passion for finance, shaped by my family’s active involvement in day trading and hedge fund operations. Growing up immersed in financial discussions inspired me to pursue a career in wealth management and explore the many opportunities the field offers.I am currently working full time as a Registered Client Associate in the Private Wealth Management office at Bank of America Merrill Lynch in Chicago. This role allows me to build on my prior experience, expand my expertise, and continue preparing for a successful future in the world of finance. I am excited to embrace the challenges and opportunities ahead as I work toward my goal of becoming a professional financial advisor.
Experience
Registered Private Wealth Client Associate
Jul 2025 — Present · Chicago, IL, US
Education
Minnetonka Senior High School
High School Diploma, Vantage student
2017 — 2021
Miami University
Finance, Buisness/Finance
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