Brian Watterson, Cima®

Brian Watterson, Cima® Email and Phone Number

Wealth Management Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Brian Watterson, Cima®'s Location
Ontario, California, United States, United States
Brian Watterson, Cima®'s Contact Details

Brian Watterson, Cima® work email

Brian Watterson, Cima® personal email

Brian Watterson, Cima® phone numbers

About Brian Watterson, Cima®

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.

Brian Watterson, Cima®'s Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Wealth Management Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Brian Watterson, Cima® Work Experience Details
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Vice President
    Merrill Lynch Wealth Management Dec 2011 - Present

Brian Watterson, Cima® Education Details

  • Utah Valley University
    Utah Valley University
    Bachelor'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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.