Hugh Mergan
Wealth Management Advisor, Senior Vice President
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Hugh Mergan
With over 25 years of experience in the financial services industry, domestically as well…
Experience
Wealth Management Advisor, Senior Vice President
Jan 2004 — Present
Skills
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Tax Efficiency
- Financial Analysis
- Portfolio Management
- Credit
- Investment Advisory
- Equities
- Fixed Income
- Estate Planning
- Multi-Generational Wealth Transfer
- Equity Research
- Financial Markets
- Private Banking
- Capital Markets
- Asset Allocation
- Banking
- Credit Risk
- Wealth Management
- Asset Management
- Investments
- Financial Services
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