Evan Gerrard
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Evan Gerrard Email & Phone Number

Assistant Vice President, Financial Solutions Advisor at Merrill Lynch
Location: Detroit Metropolitan Area, United States, United States 6 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Merrill Lynch
Role
Assistant Vice President, Financial Solutions Advisor
Location
Detroit Metropolitan Area, United States, United States
Company size
34842 employees

Who is Evan Gerrard? Overview

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Quick answer

Evan Gerrard is listed as Assistant Vice President, Financial Solutions Advisor at Merrill Lynch, a company with 34842 employees, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Evan Gerrard.

Evan Gerrard previously worked as Financial Solutions Advisor at Merrill Lynch and Private Bank Intern - Portfolio Management at Huntington National Bank. Evan Gerrard holds Bachelor Of Science - Bs, Financial Planning And Services from Oakland University.

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Email format at Merrill Lynch

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Merrill Lynch

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Profile bio

About Evan Gerrard

Recent graduate from Oakland University, studied Finance with a Specialization in Wealth Management. I am incredibly excited to have accepted a Financial Solutions Advisor position with Merrill Lynch. Eager to apply my previous experience in finance, banking, and sales to continue learning more about portfolio management, analyzing investments, and helping clients reach their financial goals.

Current workplace

Evan Gerrard's current company

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Merrill Lynch
Merrill Lynch
Assistant Vice President, Financial Solutions Advisor
Detroit, MI, US
Website
ml.com
Employees
34842
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6 roles

Evan Gerrard work experience

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Assistant Vice President, Financial Solutions Advisor

Merrill Lynch

Detroit, MI, US

Financial Solutions Advisor

Current
Merrill Lynch

Rochester Hills, Michigan, United States

Dec 2022 - Present

Private Bank Intern - Portfolio Management

Huntington National Bank

Birmingham, Michigan, United States

Seasonal Full-Time Position- Created investment presentations in InvestEdge to display current portfolio performance to clients- Constructed and analyzed model portfolios in Morningstar to compare differences in asset allocation between client’s portfolio and benchmark- Produced investment policy statements to confirm client’s investment goals and risk.

May 2022 - Aug 2022

Middle Market Credit Analyst Intern - Commercial Banking Segment

Huntington National Bank

Troy, Michigan, United States

Seasonal Full-Time Position- Created spreads to analyze various types of financial statements and business tax returns- Tested and validated commercial borrowing base certificates- Conducted monthly, quarterly, semi-annually and annual covenant testing- Performed cash flow analyses

Jun 2021 - Aug 2021

Bank Teller

Chemical Bank

Troy, Michigan

Seasonal Full-Time Position- Authorized financial transactions for customers- Generated revenue through recommending banking products to clients- Conducted research on customer accounts to evaluate signs of risk to the bank- Supported financial advisors in identifying potential customers for new investment opportunities

May 2019 - Aug 2019

Sales Consultant

The Suburban Collection

Farmington Hills, Michigan

Seasonal Full-Time Position- Out of 12 sales consultants, finished second highest in overall sales over 90-day period- Honed customer service skills through vehicle negotiation, follow-up calls and emails- Perfect customer satisfaction ratings with Toyota- Negotiated with a wide variety of customers to reach agreement on sale terms- Exceeded monthly.

May 2018 - Aug 2018
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts for 34842 employees →

KW Kayla Weibel, Crpc™ Kayla Weibel, Crpc™ Colleague at Merrill LynchNashville, Tennessee, United States, United States View → RD Ryan Diaz Ryan Diaz Colleague at Merrill LynchBoston, Massachusetts, United States, United States View → AG Alefiya Ghadiali Alefiya Ghadiali Colleague at Merrill LynchFort Lauderdale, Florida, United States, United States View → K( Kathleen (K.C.) Maloney, Cfp®, Cpfa® Kathleen (K.C.) Maloney, Cfp®, Cpfa® Colleague at Merrill LynchSummit, New Jersey, United States, United States View → GG Gisette Greene Gisette Greene Colleague at Merrill LynchGreater Montgomery Area, United States View → DN David Norris David Norris Colleague at Merrill LynchGreater Brighton And Hove Area, United Kingdom View → CS Carmel Siniscalco Carmel Siniscalco Colleague at Merrill LynchNew York, New York, United States, United States View → RM Richard Mills Richard Mills Colleague at Merrill LynchDallas, Texas, United States, United States View → JO John O'Donoghue John O'Donoghue Colleague at Merrill LynchNew York, New York, United States, United States View → BV Benny Varzi, Cima®, C(K)P® Benny Varzi, Cima®, C(K)P® Colleague at Merrill LynchUnited States, United States View →
1 education record

Evan Gerrard education

FAQ

Frequently asked questions about Evan Gerrard

Quick answers generated from the profile data available on this page.

What company does Evan Gerrard work for?

Evan Gerrard works for Merrill Lynch.

What is Evan Gerrard's role at Merrill Lynch?

Evan Gerrard is listed as Assistant Vice President, Financial Solutions Advisor at Merrill Lynch.

Where is Evan Gerrard based?

Evan Gerrard is based in Detroit Metropolitan Area, United States, United States while working with Merrill Lynch.

What companies has Evan Gerrard worked for?

Evan Gerrard has worked for Merrill Lynch, Huntington National Bank, Chemical Bank, and The Suburban Collection.

Who are Evan Gerrard's colleagues at Merrill Lynch?

Evan Gerrard's colleagues at Merrill Lynch include Kayla Weibel, Crpc™, Ryan Diaz, Alefiya Ghadiali, Kathleen (K.C.) Maloney, Cfp®, Cpfa®, and Gisette Greene.

How can I contact Evan Gerrard?

You can use AeroLeads to view verified contact signals for Evan Gerrard at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Evan Gerrard attend?

Evan Gerrard holds Bachelor Of Science - Bs, Financial Planning And Services from Oakland University.

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