Donald B.
Registered Wealth Management Client Associate
- Role
- Registered Wealth Management Client Associate, Officer at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Donald B.
I joined Merrill in 2022 after receiving my bachelor\'s degree in finance and real estate at the University of South Carolina. I currently serves as an Officer and Registered Wealth Management Client Associate at Ellison Kibler. With 5 years of experience, I focus on building and maintaining quality relationships with my clients along with servicing their financial needs. Prior to joining the team, I worked for Vanguard and a local Columbia advisor where I gained valuable experience in the wealth management industry. I currently resides in Charlotte, North Carolina, and when I am not assisting clients, I enjoy being active, exploring the golf courses of Charlotte, and cheering on the Gamecocks.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Registered Wealth Management Client Associate, Officer
May 2022 — Present
Education
Hampton Roads Academy
High School
2013 — 2017
University of South Carolina
Bachelor's Degree
2017 — 2021
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