Jeremy Brown
- Role
- Financial Advisor at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jeremy Brown
As a Merrill Senior Financial Advisor, I work with high net-worth, individuals, and…
Experience
Financial Advisor
Jul 2018 — Present
I\'m a Financial Advisor at Merrill Lynch Wealth Management, with a focus on serving the unique wealth management needs of the wealthiest families, highly successful business owners, senior executives and entrepreneurs. My team also provides access to the echelon of services at Merrill & Bank of America, offering a suite of family office type services: 1. Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and…
Education
University of North Carolina - Chapel Hill
Bachelor's Degree
2002 — 2006
Skills
- Program Development
- Microsoft Excel
- Powerpoint
- Community Outreach
- Research
- Management
- Public Speaking
- Nonprofits
- Microsoft Office
- Government
- Program Evaluation
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