Halen F.

Role: Private Wealth Business Manager - Westmoreland Group at Merrill Lynch
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Halen F.

With 15+ years of experience of financial services experience, I have a strong history of buildingrelationships, leading teams, implementing strategies, and driving continuous improvementwith creativity and innovation. As a leader, I am able to nurture and coach talent into a diverse, collaborative unit able to deliver on client training and troubleshooting needs.

Experience

Private Wealth Business Manager - Westmoreland Group
Merrill Lynch
May 2024 — Present · Atlanta, GA, US

Education

California Lutheran University
Business management

Contact information

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Current company

Merrill Lynch

Financial Services · 35K employees · New York, New York, United States

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

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About Halen F.

Experience

Private Wealth Business Manager - Westmoreland Group

Education

California Lutheran University

Find verified contacts for anyone on LinkedIn