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@merrilledge.com
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Neil Westerman is listed as Client Services Associate at Summit Wealth Management Group (SWMG) at Summit Wealth Management Group, Inc., a company with 6 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Neil Westerman.
Neil Westerman previously worked as Client Services Associate at Summit Wealth Management Group, Inc. and Investment Consultant at Merrill Edge. Neil Westerman holds Associate'S Degree, Business Studies from Gloucester College Of Arts & Technology (Gloscat), England.
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Neil Westerman is a Client Services Associate at Summit Wealth Management Group (SWMG) at Summit Wealth Management Group, Inc..
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Camarillo, California, United States
The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate.
Chandler, Arizona, United States
High pressure call center environment for assisting Merrill Edge self directed investment clientele.Assist Merrill’s self directed clients with trades, asset consolidation, servicing needs and technical support.Out bound calling to generate new business and ensure satisfaction from existing clients
Thousand Oaks, California, United States
Dual Role offering advice and guidance to assist clients in achieving their financial goals utilizing Merrill investment products and Bank of America banking solutions in a retail Bank Branch setting.Referred clients to Mortgage Loan Officer and / or Small Business Specialist, as appropriate, following needs based analysis with clients.
Sudbury, MA
Cheltenham, England
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Neil Westerman works for Summit Wealth Management Group, Inc..
Neil Westerman is listed as Client Services Associate at Summit Wealth Management Group (SWMG) at Summit Wealth Management Group, Inc..
AeroLeads has found 1 work email signal at @merrilledge.com for Neil Westerman at Summit Wealth Management Group, Inc..
Neil Westerman is based in Los Angeles Metropolitan Area, United States, United States while working with Summit Wealth Management Group, Inc..
Neil Westerman has worked for Summit Wealth Management Group, Inc., Merrill Edge, Lincoln Financial Advisors, Coldwell Banker Residential Brokerage, and Chiswick Trading (Now Staples Industrial).
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Neil Westerman holds Associate'S Degree, Business Studies from Gloucester College Of Arts & Technology (Gloscat), England.
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