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
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
Senior Financial Advisor, Vice President
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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