Matthew Floberg
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Matthew Floberg
I\'m a Wealth Management Advisor with Merrill. I work with individuals, families, and…
Experience
Wealth Management Advisor, Senior Vice President
Nov 2006 — Present
C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.
Skills
- Corporate Retirement Plans
- Retirement Income Planning
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