Bo Cramer, Cfp®, Cima®

Bo Cramer, Cfp®, Cima® Email and Phone Number

Senior Vice President, Wealth Management Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Bo Cramer, Cfp®, Cima®'s Location
Atlanta, Georgia, United States, United States
About Bo Cramer, Cfp®, Cima®

My Merrill career began in 2011 following graduation from Vanderbilt University. While at Vanderbilt, I was a member of the varsity football team and later took the role of student assistant after sustaining a career-ending injury.As an advisor on the Global Corporate & Institutional Advisory Services (GCIAS) team at Merrill, I concentrate on working with corporate executives and their families. Using a systematic and thorough process, I strive to help answer the questions "is it possible" and "do I have enough" for the clients and families that I work with. My aim is to emphasize learning the unique goals and circumstances that affect each individual and family. As a result of these discussions, I am able to work with clients to implement goals-based wealth planning strategies designed to achieve their investment, education, retirement and legacy needs.My wife, Mary Rachel, and I are blessed with two children, a son, Tripper, and a daughter, Sarah. As a family we reside in the metro-Atlanta area and enjoy calling this community home.In my spare time I enjoy endurance sports having competed in multiple half and full ironman distance events.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management consultants.

Bo Cramer, Cfp®, Cima®'s Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Senior Vice President, Wealth Management Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Bo Cramer, Cfp®, Cima® Work Experience Details
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Senior Vice President
    Merrill Lynch Wealth Management May 2011 - Present

Bo Cramer, Cfp®, Cima® Education Details

  • Vanderbilt University
    Vanderbilt University
    Bachelor'S Degree

Frequently Asked Questions about Bo Cramer, Cfp®, Cima®

What company does Bo Cramer, Cfp®, Cima® work for?

Bo Cramer, Cfp®, Cima® works for Merrill Lynch Wealth Management

What is Bo Cramer, Cfp®, Cima®'s role at the current company?

Bo Cramer, Cfp®, Cima®'s current role is Senior Vice President, Wealth Management Advisor.

What schools did Bo Cramer, Cfp®, Cima® attend?

Bo Cramer, Cfp®, Cima® attended Vanderbilt University.

Who are Bo Cramer, Cfp®, Cima®'s colleagues?

Bo Cramer, Cfp®, Cima®'s colleagues are Kevin Bruegge, Priscilla Do, Cfp®, Catherine (Cathie) Hughes, Crpc, Joe Brigida, Cpfa®, Crpc™, Se-Awma™, Abigail Carroll, Ricardo Cruz, Larry (Buck) Cobb Jr..

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