Douglas Cassetta, Cfp®

Douglas Cassetta, Cfp® Email and Phone Number

Senior Financial Advisor @ Merrill Lynch Wealth Management
Douglas Cassetta, Cfp®'s Location
New York, United States, United States
Douglas Cassetta, Cfp®'s Contact Details

Douglas Cassetta, Cfp® work email

Douglas Cassetta, Cfp® personal email

n/a
About Douglas Cassetta, Cfp®

Doug is a financial advisor with the Peter's Group. He joined Merrill Lynch Wealth Management in 2017. Doug's focus is on serving the unique wealth management needs of corporate executives and individuals. He leverages the investment insights of Merrill and access to the banking convenience of Bank of America to provide a breadth of financial services. Doug is focused on developing tailored strategies for clients, and their families to help them pursue short- and long-term financial goals. He works to help individuals save time, make more informed financial decisions and drive progress.

Douglas Cassetta, Cfp®'s Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Senior Financial Advisor
Website:
ml.com
Company phone:
+1-800-637-7455
Douglas Cassetta, Cfp® Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor
    Merrill Lynch Wealth Management Mar 2017 - Present
    New York, Ny, Us
    Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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Douglas Cassetta, Cfp® Skills

Management Customer Service Microsoft Office Microsoft Excel Strategic Planning Leadership Sales Budgets Team Building Operations Management Public Speaking Teamwork Time Management Research Microsoft Word Social Media Powerpoint Microsoft Powerpoint

Douglas Cassetta, Cfp® Education Details

  • Quinnipiac University
    Quinnipiac University
    Bachelor'S Degree

Frequently Asked Questions about Douglas Cassetta, Cfp®

What company does Douglas Cassetta, Cfp® work for?

Douglas Cassetta, Cfp® works for Merrill Lynch Wealth Management

What is Douglas Cassetta, Cfp®'s role at the current company?

Douglas Cassetta, Cfp®'s current role is Senior Financial Advisor.

What is Douglas Cassetta, Cfp®'s email address?

Douglas Cassetta, Cfp®'s email address is douglas.cassetta@ml.com

What schools did Douglas Cassetta, Cfp® attend?

Douglas Cassetta, Cfp® attended Quinnipiac University.

What are some of Douglas Cassetta, Cfp®'s interests?

Douglas Cassetta, Cfp® has interest in Children, Economic Empowerment, Education, Disaster And Humanitarian Relief, Human Rights, Health.

What skills is Douglas Cassetta, Cfp® known for?

Douglas Cassetta, Cfp® has skills like Management, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Leadership, Sales, Budgets, Team Building, Operations Management, Public Speaking, Teamwork.

Who are Douglas Cassetta, Cfp®'s colleagues?

Douglas Cassetta, Cfp®'s colleagues are Yvette Whitley, Vasilios Ninopoulos, Cfp®, Mark Bobber, Colin Reed, Kevin Huntsman, Urbano Helguera, Ivett Gonzalez.

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