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@merrilledge.com
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3 phones found area 480
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LinkedIn matched
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Frances Mcelroy is listed as Financial Solutions Advisor at Merrill Edge at Merrill Edge, a company with 2267 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at merrilledge.com, phone signal with area code 480, and a matched LinkedIn profile for Frances Mcelroy.
Frances Mcelroy previously worked as Financial Solutions Advisor at Merrill Edge and Investment Consultant Vista, Business Development Group at Vanguard. Frances Mcelroy holds Bachelor Of Science (Bs), Finance, General from Naveen Jindal School Of Management, Ut Dallas.
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AeroLeads found 1 current-domain work email signal for Frances Mcelroy. Compare company email patterns before reaching out.
Driven business development professional who effectively builds loyalty and long-term relationships with clients while consistently exceeding sales targets. Seasoned Financial Services Advisor with years of investment advisory and small business experience. Always eager to help and educate clients by providing financial investment solutions, guidance and planning toward building wealth with consistent management of asset allocation and legacy planning. Easily relate to all age groups and levels of business/investment acumen. Inspire clients toward effective asset consolidation. Experienced in implementing advanced financial and technical skills in complex, fast-paced client environments. Key skills includes Sales, Small Business Ownership and Financial Advisory / Management experience.
Listed skills include Investments, Series 7, Series 63, Mutual Funds, and 14 others.
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Chandler, AZ
Financial Solutions Adviser to Merrill Legacy client relationships including retail investing, retirement, 529 College Savings and Small Business. Enhance and deepen client relationships to include Bank of America products and services including banking (checking/savings/money market/credit card/home equity line of credit/home mortgage.Further strengthen.
Scottsdale, AZ
Managed a book of business of approximately 130 High Net Worth clients totalling $48.0 Mil. Met 90 day closing 74%. Surpassed Annual Quota of $120 Mil by 24%.Strategic and Consultative client discussions positioning Managed Account products and services available to fit client's personal investment needs. Consolidated Assets between $250k - $1.5 Mil for.
Managed personal based of 475 complex Ultra High Net work clientele portfolios.Rotational outreach on average 4x/year as well as immediate client service response to investment and transactional needs. Collaborated with Estate Attorneys and CPAs on tax efficient client account constructions.Ad Hoc Project Management including data collection, analysis and.
Scottsdale
Institutional Customer Services Representative, 401k and 403b7 retirement plans handling complex financial transactions.Calculated pension estimates for clients, and provided detailed explanations. Educated clients on fundamentals of investment, risk and portfolio management.Knowledgeable of ERISA and applicable IRS tax code relative to retirement.
Chandler, AZ
Owned shipping and business services franchise serving small business professionals and individuals.Managed 6 employees through hiring, training, and follow-up performance reviews.Actively marketed franchise business in local business community.Business Core included custom packaging, shiping, postal services, private mailbox rental, copies/fax.Highly.
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
Kevin Wolnik
Colleague at Merrill Edge
Miami-Fort Lauderdale Area, United States
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TS
Thomas Stewart
Colleague at Merrill Edge
Greater St. Louis, United States
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DP
Dominic Pinto
Colleague at Merrill Edge
Absecon, New Jersey, United States, United States
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AA
Anjila Amicho
Colleague at Merrill Edge
Greater Phoenix Area, United States
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CG
Chris Grumm
Colleague at Merrill Edge
Bristol, Pennsylvania, United States, United States
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KM
Karla Murillo
Colleague at Merrill Edge
Cicero, Illinois, United States, United States
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CM
Christian Muli
Colleague at Merrill Edge
New York City Metropolitan Area, United States
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NS
Nancy Serrato
Colleague at Merrill Edge
United States, United States
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TR
Timantha Raggins
Colleague at Merrill Edge
Jacksonville, Florida, United States, United States
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CW
Courtney White
Colleague at Merrill Edge
Hunt Valley, Maryland, United States, United States
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Majored in Finance
Activities and Societies: Doubled Majored: Finance (Investment, International Finance) and Corporate MarketingDouble Majored in Finance.
Quick answers generated from the profile data available on this page.
Frances Mcelroy works for Merrill Edge.
Frances Mcelroy is listed as Financial Solutions Advisor at Merrill Edge at Merrill Edge.
AeroLeads has found 1 work email signal at @merrilledge.com for Frances Mcelroy at Merrill Edge.
AeroLeads has found 3 phone signal(s) with area code 480 for Frances Mcelroy at Merrill Edge.
Frances Mcelroy is based in Scottsdale, Arizona, United States while working with Merrill Edge.
Frances Mcelroy has worked for Merrill Edge, Vanguard, and Mail Boxes Etc (Ups Store).
Frances Mcelroy's colleagues at Merrill Edge include Kevin Wolnik, Thomas Stewart, Dominic Pinto, Anjila Amicho, and Chris Grumm.
You can use AeroLeads to view verified contact signals for Frances Mcelroy at Merrill Edge, including work email, phone, and LinkedIn data when available.
Frances Mcelroy holds Bachelor Of Science (Bs), Finance, General from Naveen Jindal School Of Management, Ut Dallas.
Frances Mcelroy is listed with skills including Investments, Series 7, Series 63, Mutual Funds, 401K, Erisa, Asset Allocation, and Retirement Planning.
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