Paul Tallent

Financial Solutions Advisor - Merrill

Role
Fsa - Merrill at Merrill Lynch
Location
Salt Lake City, UT, US
LinkedIn followers
500 followers

About Paul Tallent

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.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*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

    Aug 2024 — Present

Education

  • Utah Valley University

    Bachelor's Degree

Skills

  • Event Management
  • Event Planning
  • Action Sports
  • Fundraising
  • Marketing Strategy
  • Sports
  • Asset Management
  • Selling
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel
  • Strategic Planning
  • Leadership
  • Customer Service
  • Microsoft Word
  • Team Leadership
  • Public Speaking
  • Team Building
  • Editing
  • Investments
  • Microsoft Office
  • Sales
  • Social Networking
  • Ski
  • Account Management
  • Marketing Communications
  • Facebook
  • Advertising
  • New Business Development
  • Social Media
  • Sporting Goods
  • Public Relations
  • Marketing

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Paul Tallent — Fsa - Merrill at Merrill Lynch in Salt Lake City, UT, US | Unifers