Joel Christner
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Joel Christner
I joined Merrill Lynch Wealth Management and the Jelley, Udrisky & Associates group in 2022 after graduating from Oklahoma State University with a degree in Finance. I began my career in financial services during the summer of 2021 as a Wealth Management Intern with Merrill. Myself, along with my team of industry professionals, incorporate our experience and knowledge with the expansive resources of Merrill and Bank of America to provide a wide range of wealth management services to both individuals and families, including investing, banking, and lending. Among my responsibilities are fostering new relationships and taking a universal approach in working with clients to address all matters involving wealth management planning. Outside of the office, I enjoy spending time with family, friends, playing golf, and traveling.*Banking and Lending Services are through Bank of America, N.A.
Experience
Financial Advisor
Jul 2022 — Present
Education
Oklahoma State University
Bachelor's Degree
2018 — 2022
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