Clelio Boccato

Wealth Management Advisor

Role
Wealth Management Advisor, First Vice President at Merrill Lynch
Location
Denver, CO, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Clelio Boccato

AS A MEMBER OF THE JB GROUP, I ADVISE AFFLUENT CLIENT FAMILIES: • Years of experience…

Experience

  1. Wealth Management Advisor, First Vice President

    Merrill Lynch

    Sep 2011 — Present

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and is used by permission.Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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Clelio Boccato — Wealth Management Advisor, First Vice President at Merrill Lynch in Denver, CO, US | Unifers