Emily Graham
Senior Financial Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Emily Graham
I joined Merrill Lynch Wealth Management in 1995 and have worked in a team structure since January of 2005. I am a Vice President and Senior Financial Advisor at Merrill. As a Senior Financial Advisor, my goal is to help clients through their life transitions. We provide portfolio management for our clients as well as retirement planning, estate planning services, trust services and lending for personal or business needs, and banking services from Bank of America, N.A.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.
Experience
Senior Financial Advisor, Vice President
Jan 1995 — Present
Education
Midwestern State University
Bachelor's Degree
1991 — 1994
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