Seth Lawless
Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Advisor, Senior Vice President
Jun 2010 — Present
Education
University of Kentucky
Bachelor's Degree
2006 — 2010
Skills
- Investment Management
- Fixed Income
- Financial Advisory
- Uniform Combined State Law
- Series 66
- Wealth Management
- Series 63
- Retirement Planning
- Valuation
- Asset Allocation
- Mutual Funds
- Investments
- Bloomberg
- Strategic Financial Planning
- Portfolio Management
- Derivatives
- Finance
- Financial Planning
- Analysis
- Series 7
- Equities
- Securities
- Economics
- Asset Management
- Financial Modeling
- Investment Strategies
- Alternative Investments
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