Rory Hogan

About Rory Hogan

As a Senior Financial Advisor at Merrill Lynch Wealth Management, my number one priority is to help clients achieve their financial goals with simplicity and transparency. I focus on helping clients navigate the complexities of wealth planning over the long-term. With a keen understanding of my clients unique goals and circumstances, I craft tailored strategies to optimize wealth accumulation, retirement planning, and risk management. My commitment to providing personalized guidance ensures that clients feel confident in their financial decisions, allowing them to pursue their aspirations with peace of mind. My team and I provide personalized advice and investment management services to successful individuals and their families. We work with high net worth clients who require custom financial strategies and a high touch service model to give them the best advice and experience that our clients deserve. phone: 61••••••32 email: r••••••••@ml.com website: http://fa.ml.com/THEKCHGROUP

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Aug 2015 — Present

Education

• Villanova University

  Bachelor's Degree

  2008 — 2012

• Gwynedd Mercy Academy High School

  High School

  2004 — 2008

Skills

• Customer Service
• Job Transition
• Microsoft Office
• Sales
• Investments
• Financial Advisory
• Long-Term Care
• Cpr Certified
• Word
• Marketing Communications
• Residential Mortgages
• Social Media
• Management Consulting
• 401k Rollovers
• Portfolio Management
• Excel
• Final Cut Pro
• Financial Services
• Marketing
• Series 63
• Strategic Planning
• Research
• Retirement
• Consulting
• Retirement Planning
• Wealth Management
• Financial Analysis
• Fixed Annuities
• Relationship Management
• Powerpoint
• Microsoft Excel
• Microsoft Word
• Series 6
• Insurance
• Photoshop
• Public Speaking
• Estate Planning
• Cpr
• Long Term Care Insurance
• Financial Planning