Juan Colon

Merrill Financial Solutions Advisor

Role
Fsa - Merrill at Merrill Lynch
Location
Fort Myers, FL, US
LinkedIn followers
500 followers

About Juan Colon

I enjoy getting to know people and learning what is important to them. As a Merrill Financial Solutions Advisor, I take the time to get to know you and understand what is important to you so I can help you develop a way to pursue your goals. I can help with everything from general investing to retirement planning to saving for the unexpected. Reach out and together we\'ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Experience

  1. Fsa - Merrill

    Merrill Lynch

    Jan 2023 — Present

Education

  • College for Financial Planning

    Accredited Certificate Program

    2025 — 2025

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Juan Colon — Fsa - Merrill at Merrill Lynch in Fort Myers, FL, US | Unifers