Colton Weaver

Vice President, Internal Product Specialist; National Merrill Performance Team at Merrill Edge

Role: Vice President, Internal Product Specialist National Merrill Performance Team at Merrill Edge
Location: Jacksonville, FL, US
LinkedIn followers: 500 followers

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About Colton Weaver

Series 7, 66, 9, 10

Experience

Vice President, Internal Product Specialist National Merrill Performance Team
Merrill Edge
Jul 2019 — Present

Education

Franklin and Marshall College
Business
2008 — 2012

Skills

Mortgage Lending
Microsoft Word
Microsoft Office
Sales
Powerpoint
Microsoft Excel
Leadership
Customer Service
Marketing Strategy
Finance
Series 66
Hold Series 7
Banking
Microsoft Exchange
Coaching
Quality Auditing

Contact information

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Work email
•••••@merrilledge.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••97

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Current company

Merrill Edge

Financial Services · 1.6K employees · Founded 2010

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients’ needs and expectations. We can offer a full suite of products and services including- Potential investment solutions and products - Retirement income planning - College planning - Small Business Solutions Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF & S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF & S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Lynch Life Agency Inc.(“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A, and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Investment products offered through MLPF & S and insurance and annuity products offered through MLLA: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity © 2020 Bank of America Corporation. All rights reserved.

merrilledge.com

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About Colton Weaver

Experience

Vice President, Internal Product Specialist National Merrill Performance Team

Education

Franklin and Marshall College

Skills

Find verified contacts for anyone on LinkedIn