Everett Cramer, Crpc™ Email & Phone Number

Everett was born in Atlanta, GA and attended The Westminster Schools. He received a finance degree from the University of Georgia in Athens, GA. He is a Senior Financial Advisor on the Global Corporate & Institutional Advisory Services team at Merrill.He holds the Chartered Retirement Planning Counselor™ designation focusing on concentrated stock management, estate planning services and retirement planning and custom financial strategies for high and ultra high net worth clients focusing on corporate executives and retirees. Everett assists clients in simplifying their financial lives by focusing on and prioritizing their personal goals. He leverages the vast investment resources of Merrill and offers access to the banking convenience of Bank of America to provide customized strategies to each of his clients unique circumstances, including investments, tax minimization, wealth transfer, cash flow management, lending, and retirement income strategies.Everett is an avid Georgia Bulldogs and Atlanta Sports fan, enjoys golfing, fishing, outdoor and team sports in his free time.*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.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.

Listed skills include Leadership, Event Planning, Microsoft Office, Management, and 6 others.