Bo Cramer, Cfp®, Cima® Email and Phone Number
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.
-
Wealth Management Advisor, Senior Vice PresidentMerrill Lynch Wealth Management May 2011 - Present
Bo Cramer, Cfp®, Cima® Education Details
-
Vanderbilt UniversityBachelor'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..
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial