Jammi McClead

Senior Financial Advisor, Senior Portfolio Advisor

Role
Senior Financial Advisor, Vice President at Merrill Lynch
Location
Mansfield, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jammi McClead

My greatest passion and reward is helping our clients achieve the financial success they have envisioned. Give me a call today, let\'s talk about your aspirations and issues that matter most to you. Worried about managing future health care expenses? College tuition on the horizon? Considering the sale of a business or the purchase of a new home? Do you dream of passing a wealth legacy on to future generations? With access to the investing insights of Merrill and the banking convenience of Bank of America, I\'ll work with you to develop strategies that are designed to address your life priorities and financial n••••••••@ml.com, 41••••••01, or https://advisor.ml.com/sites/oh/mansfield-oh/ebmgrp

Experience

  1. Senior Financial Advisor, Vice President

    Merrill Lynch

    May 2018 — Present

Education

  • Utah State University

    Master's Degree

    2001 — 2006

  • Lincoln Memorial University

    Bachelor's Degree

    1996 — 2001

Skills

  • Team Building
  • Healthcare
  • Science
  • Soccer Coaching
  • Strategic Planning
  • Public Speaking
  • Data Analysis
  • Molecular Genetics
  • Time Management
  • Biochemistry
  • Contract Negotiation
  • Microsoft Office
  • Research
  • Grant Writing

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