Amy Neely

Amy Neely Email and Phone Number

Financial Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Amy Neely's Location
Greensboro, North Carolina, United States, United States
Amy Neely's Contact Details

Amy Neely personal email

n/a
About Amy Neely

Amy Neely is a Financial Advisor with Merrill Lynch Wealth Management. She works on a team of highly educated, extensively trained and broadly experienced wealth management professionals.We have a core focus on developing diversified investment portfolios designed to help meet your objectives and support your wealth strategy. We focus on creating individualized strategies for you and your family that focus on achieving your financial goals and addressing all of the pieces of your financial wellbeing: saving for education and retirement, debt management, life and long term care insurance analysis to help protect your family and estate from the unexpected, and utilization of the extensive banking resources of Bank of America to help simplify your life. Amy lives in Greensboro with her husband Scott and children, Kennedy and Miles. She is an avid reader and also enjoys hiking and paddle boarding.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Amy Neely's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Financial Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Amy Neely Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor, Assistant Vice President
    Merrill Lynch Wealth Management Jan 2012 - Present
  • Raymond James
    Registered Sales Assistant
    Raymond James May 2011 - Jan 2012
  • Merrill Lynch Wealth Management
    Client Associate
    Merrill Lynch Wealth Management Sep 2005 - May 2011
  • Morgan Stanley
    Client Associate
    Morgan Stanley Feb 2000 - Sep 2005

Amy Neely Skills

Series 7 Series 66 Notary Public Wealth Management Services Investment Advisory Retirement Planning Customer Service Investments Wealth Management Asset Management Asset Allocation Financial Planning Mutual Funds Uniform Combined State Law Series 65

Amy Neely Education Details

Frequently Asked Questions about Amy Neely

What company does Amy Neely work for?

Amy Neely works for Merrill Lynch Wealth Management

What is Amy Neely's role at the current company?

Amy Neely's current role is Financial Advisor.

What is Amy Neely's email address?

Amy Neely's email address is amy.neely@ml.com

What schools did Amy Neely attend?

Amy Neely attended Michigan State University, Glen Oaks Community College.

What skills is Amy Neely known for?

Amy Neely has skills like Series 7, Series 66, Notary Public, Wealth Management Services, Investment Advisory, Retirement Planning, Customer Service, Investments, Wealth Management, Asset Management, Asset Allocation, Financial Planning.

Who are Amy Neely's colleagues?

Amy Neely's colleagues are Cindy Deloach, Stephen Macken, Jesse Menashe, Jeff Renelt, Alicia Mcalister, Lyle Boudreaux, Andrew Vawter, Crpc™.

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