Jay Kirkpatrick
Managing Director, Senior Financial Advisor
- Role
- Senior Financial Advisor, Managing Director at Merrill Lynch
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jay Kirkpatrick
I co-head KM & Associates, a twelve-person professional wealth management team at…
Experience
Senior Financial Advisor, Managing Director
Jan 2000 — Present
Skills
- Strategic Financial Planning
- Series 7
- Asset Allocation
- Retirement Planning
- Investments
- Crpc
- Estate Planning Strategies and Wealth Transfer
- Wealth Management
- Customized Investment Strategies
- Finance
- Goals Based Investment Strategies
- Family Wealth Management Strategy
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