Gerald R Delisle
Financial Advisor at Merrill Lynch
- Role
- Financial Solutions Advisor at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Gerald R Delisle
Experienced financial services executive and Investment Advisor Representative (IAR)…
Experience
Financial Solutions Advisor
Dec 2016 — Present · New York, NY, US
As an FSA (Financial Solutions Advisor), we provide advice and personalized solutions to our customers. We help our customers plan their short and long term goals by building a financial plan with brokerage products such as stocks, bonds, mutual funds, annuities as well as all banking products and services with Bank of America. Our ultimate mission is to help customers with their life priorities and make recommendations to help make their financial lives better.
Education
Brooklyn College
Economics & Accounting Majors
1972 — 1979
Skills
- Ira Distribution Planning
- Estate Planning Strategies
- Retirement Planning
- Financial Services
- Investment Advisory Services
- Executive Benefits Planning
- Business Succession Planning
- Long Term Care Insurance
- Financial Planning (Iar)
- Wealth Management
- Insurance Planning
- Investment Strategies
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