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Michael Sexton, Cfp®, Cpfa™, Crpc™ Email & Phone Number

Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lynch Wealth Management at Merrill Lynch Wealth Management
Location: Hingham, Massachusetts, United States 2 work roles 1 school
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Role
Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lynch Wealth Management
Location
Hingham, Massachusetts, United States
Company size

Who is Michael Sexton, Cfp®, Cpfa™, Crpc™? Overview

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Michael Sexton, Cfp®, Cpfa™, Crpc™ is listed as Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lynch Wealth Management at Merrill Lynch Wealth Management, a company with 45157 employees, based in Hingham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Michael Sexton, Cfp®, Cpfa™, Crpc™.

Michael Sexton, Cfp®, Cpfa™, Crpc™ previously worked as Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management and Planning and Advice Consultant at Fidelity Investments. Michael Sexton, Cfp®, Cpfa™, Crpc™ holds Bachelor'S Degree from Coastal Carolina University.

Company email context

Email format at Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

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Profile bio

About Michael Sexton, Cfp®, Cpfa™, Crpc™

I focus on offering a holistic approach to managing wealth that begins with getting to know a client and the client's family, financial situation and what matters most to them. I then help clients create a tailored wealth management approach that can be flexible as their needs and market conditions change. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Current workplace

Michael Sexton, Cfp®, Cpfa™, Crpc™'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lynch Wealth Management
new york, new york, united states
Website
Employees
45157
AeroLeads page
2 roles

Michael Sexton, Cfp®, Cpfa™, Crpc™ work experience

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Wealth Management Advisor, Assistant Vice President

Current

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered.

Jun 2018 - Present
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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1 education record

Michael Sexton, Cfp®, Cpfa™, Crpc™ education

  • Coastal Carolina University
    Coastal Carolina University
    Bachelor'S Degree
FAQ

Frequently asked questions about Michael Sexton, Cfp®, Cpfa™, Crpc™

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

What company does Michael Sexton, Cfp®, Cpfa™, Crpc™ work for?

Michael Sexton, Cfp®, Cpfa™, Crpc™ works for Merrill Lynch Wealth Management.

What is Michael Sexton, Cfp®, Cpfa™, Crpc™'s role at Merrill Lynch Wealth Management?

Michael Sexton, Cfp®, Cpfa™, Crpc™ is listed as Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lynch Wealth Management at Merrill Lynch Wealth Management.

Where is Michael Sexton, Cfp®, Cpfa™, Crpc™ based?

Michael Sexton, Cfp®, Cpfa™, Crpc™ is based in Hingham, Massachusetts, United States while working with Merrill Lynch Wealth Management.

What companies has Michael Sexton, Cfp®, Cpfa™, Crpc™ worked for?

Michael Sexton, Cfp®, Cpfa™, Crpc™ has worked for Merrill Lynch Wealth Management and Fidelity Investments.

Who are Michael Sexton, Cfp®, Cpfa™, Crpc™'s colleagues at Merrill Lynch Wealth Management?

Michael Sexton, Cfp®, Cpfa™, Crpc™'s colleagues at Merrill Lynch Wealth Management include S Chandra, Jessica Barger, Calvin Chambers, Janet Fetherolf, and Eduardo Alcalde Prado.

How can I contact Michael Sexton, Cfp®, Cpfa™, Crpc™?

You can use AeroLeads to view verified contact signals for Michael Sexton, Cfp®, Cpfa™, Crpc™ at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Sexton, Cfp®, Cpfa™, Crpc™ attend?

Michael Sexton, Cfp®, Cpfa™, Crpc™ holds Bachelor'S Degree from Coastal Carolina University.

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