Helena Pereira
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Helena Pereira
Part of the Hersh/Marson Group, an all-women financial advisory team at Merrill Lynch Wealth Management, named to the 2025 Forbes \"Best-in-State Wealth Management Teams\" list, published on January 9, 2025. Rankings based on data as of March 31, 2024.* Serving as close advisors to high-net-worth clients.
Experience
Financial Advisor
Nov 2024 — Present
Education
Arizona State University
Pre-Law Studies
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