Brian Watterson, Cima® Email and Phone Number
Brian Watterson, Cima® work email
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Brian Watterson, Cima® personal email
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Brian Watterson, Cima® phone numbers
I joined Merrill Lynch Wealth Management in 2011. I have dedicated myself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them personalized attention and disciplined, customized financial strategies.I am a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. I am a Certified Investment Management Analyst® professional. I served a two-year service mission to Armenia. I am a graduate of Utah Valley University, with a B.S. degree in Mathematics. I reside in Jurupa Valley with my wife, 4 sons and daughter.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Merrill Lynch Wealth Management offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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Wealth Management Advisor, Vice PresidentMerrill Lynch Wealth Management Dec 2011 - Present
Brian Watterson, Cima® Education Details
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Utah Valley UniversityBachelor'S Degree
Frequently Asked Questions about Brian Watterson, Cima®
What company does Brian Watterson, Cima® work for?
Brian Watterson, Cima® works for Merrill Lynch Wealth Management
What is Brian Watterson, Cima®'s role at the current company?
Brian Watterson, Cima®'s current role is Wealth Management Advisor.
What is Brian Watterson, Cima®'s email address?
Brian Watterson, Cima®'s email address is br****@****hoo.com
What is Brian Watterson, Cima®'s direct phone number?
Brian Watterson, Cima®'s direct phone number is +177521*****
What schools did Brian Watterson, Cima® attend?
Brian Watterson, Cima® attended Utah Valley University.
Who are Brian Watterson, Cima®'s colleagues?
Brian Watterson, Cima®'s colleagues are Andrew Cloninger, Cfp®, Griffin Randle, Cfp®,cfa, Fred Beller, Alex Freeland, Grant Kuchar, David R. Crais, Jessica Barger.
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