Marney McKee
Senior Financial Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Clearwater, FL, US
- LinkedIn followers
- 500 followers
About Marney McKee
Marney McKee has a gift for connecting with people, and it\'s certainly one that sets her…
Experience
Senior Financial Advisor
Jun 2023 — Present
Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you\'d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Education
Wake Forest University School of Business
Certified Financial Planning Designation
2018 — 2019
Skills
- Account Management
- Project Management
- Team Building
- Public Speaking
- Donor Engagement
- Staff Management
- Customer Satisfaction
- Event Planning
- Sales Process
- Direct Sales
- Strategic Planning
- Public Relations
- Community Development
- Event Management
- Team Leadership
- Customer Relations
- Management
- Fundraising
- Social Media
- Operations Management
- Business-to-Business (B2b)
- Customer Relationship Management (Crm)
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