Merrill Financial Solutions Advisor
Current
Sep 2024 - Present
AeroLeads people directory · profile
Dylan Larson, Crpc™ Email & Phone Number
Merrill Financial Solutions Advisor at Merrill Lynch | Empowering clients' financial goals
at
Merrill Lynch
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Merrill Financial Solutions Advisor at Merrill Lynch | Empowering clients' financial goals
Location
Gilbert, Arizona, United States
Who is Dylan Larson, Crpc™? Overview
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Quick answer
Dylan Larson, Crpc™ is listed as Merrill Financial Solutions Advisor at Merrill Lynch | Empowering clients' financial goals at Merrill Lynch, based in Gilbert, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Dylan Larson, Crpc™.
Dylan Larson, Crpc™ previously worked as Merrill Financial Solutions Advisor at Merrill Lynch and Financial Solutions Advisor ADP at Bank Of America. Dylan Larson, Crpc™ holds Bachelor'S Degree, Finance from W. P. Carey School Of Business – Arizona State University.
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Merrill Lynch
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Profile bio
About Dylan Larson, Crpc™
As a Merrill Financial Solutions Advisor at Merrill Lynch, I leverage my skills and knowledge of the securities industry to provide personalized and comprehensive financial advice and solutions to clients. I hold the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, which enable me to offer a wide range of products and services within the Merrill platform. I graduated from Arizona State University - W. P. Carey School of Business with a Bachelor's degree in Finance and a Business Data Analytics Certificate. I am passionate about the securities industry and how it can inspire growth for individuals and corporations. I am always eager to learn and think with new perspectives to reach beyond the goal.
Current workplace
Dylan Larson, Crpc™'s current company
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8 roles
Dylan Larson, Crpc™ work experience
A career timeline built from the work history available for this profile.
Financial Solutions Advisor Adp
Engage in relationship deepening activities to uncover clients financial goals and provide solutions to assist them.
Jul 2023 - Sep 2024
Sales Consultant
Guided and advised customers to a best fitting product through a professional sales experience.
May 2021 - May 2023
Club Member
Participate in career building events and network with active members in the finance and accounting industry.
Aug 2020 - May 2023
Advisor Development Intern
Shadowed market leading financial advisors in order to understand investment tools, relationship management, and business development. Participated in training from Bank of America’s academy focusing on specific Merrill Lynch investment products, compliance, and customer experience. We completed a team data literacy project focused on the correlations of.
Jun 2022 - Aug 2022
Sales Intern
Managed the entire sale of our SaaS while co-closing on over ten major clients. Assisted the CEO in generating over $100,000 in reoccurring revenue. Learned the mechanics and back end of our software in order to provide customers with basic software support. Reported directly to the CEO multiple times a week to ensure cohesive and timely sales.
Jan 2020 - May 2020
Sales Manager
Clear Solar
Became among the top sales representative in the company and was promoted to leading a team of 15 sales representatives with the goal of increasing company sales and efficiency. Used one-on-one mentoring to guide team members on improving their sales tactics to increase productivity
Feb 2016 - Nov 2017
Research Assistant Intern
St. Kitts Biomedical Research Foundation
I performed many operations including assisting in surgery, assisting veterinarians, and care for primates. More info upon request. This happened for three consecutive summers.
May 2015 - Aug 2016
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts →
MS
Meghan Slocum
Colleague at Merrill LynchMequon, Wisconsin, United States, United States
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CD
Covey Davis
Colleague at Merrill LynchNaples, Florida, United States, United States
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EC
Ethan Courtad, Cfp®
Colleague at Merrill LynchAkron, Ohio, United States, United States
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JH
James Horton
Colleague at Merrill LynchNew York City Metropolitan Area, United States
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AB
Andrew Bianco
Colleague at Merrill LynchNew York, United States, United States
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MG
Matt Gibson, Cpfa™, Cepa®
Colleague at Merrill LynchAnn Arbor, Michigan, United States, United States
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CH
Christopher Holloway, Crpc®
Colleague at Merrill LynchNew London County, Connecticut, United States, United States
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MH
Melanie Harris, Cfp®, Cpfa™
Colleague at Merrill LynchFairhope, Alabama, United States, United States
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KO
Kyle Ogden, Cfp®, Crpc™
Colleague at Merrill LynchBaltimore, Maryland, United States, United States
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JO
Jeff Olson
Colleague at Merrill LynchMinneapolis, Minnesota, United States, United States
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Meghan Slocum
Colleague at Merrill LynchMequon, Wisconsin, United States, United States
View →
CD
Covey Davis
Colleague at Merrill LynchNaples, Florida, United States, United States
View →
EC
Ethan Courtad, Cfp®
Colleague at Merrill LynchAkron, Ohio, United States, United States
View →
JH
James Horton
Colleague at Merrill LynchNew York City Metropolitan Area, United States
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AB
Andrew Bianco
Colleague at Merrill LynchNew York, United States, United States
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MG
Matt Gibson, Cpfa™, Cepa®
Colleague at Merrill LynchAnn Arbor, Michigan, United States, United States
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CH
Christopher Holloway, Crpc®
Colleague at Merrill LynchNew London County, Connecticut, United States, United States
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MH
Melanie Harris, Cfp®, Cpfa™
Colleague at Merrill LynchFairhope, Alabama, United States, United States
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KO
Kyle Ogden, Cfp®, Crpc™
Colleague at Merrill LynchBaltimore, Maryland, United States, United States
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JO
Jeff Olson
Colleague at Merrill LynchMinneapolis, Minnesota, United States, United States
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2 education records
Dylan Larson, Crpc™ education
Bachelor'S Degree, Finance
W. P. Carey School Of Business – Arizona State University
Business Data Analytics Certificate
W. P. Carey School Of Business – Arizona State University
FAQ
Frequently asked questions about Dylan Larson, Crpc™
Quick answers generated from the profile data available on this page.
What company does Dylan Larson, Crpc™ work for?
Dylan Larson, Crpc™ works for Merrill Lynch.
What is Dylan Larson, Crpc™'s role at Merrill Lynch?
Dylan Larson, Crpc™ is listed as Merrill Financial Solutions Advisor at Merrill Lynch | Empowering clients' financial goals at Merrill Lynch.
Where is Dylan Larson, Crpc™ based?
Dylan Larson, Crpc™ is based in Gilbert, Arizona, United States while working with Merrill Lynch.
What companies has Dylan Larson, Crpc™ worked for?
Dylan Larson, Crpc™ has worked for Merrill Lynch, Bank Of America, Global Bikes, Facc-Finance And Accounting Career Club, and Prodbx - Fully Configurable Cloud-Based Software That Adapts To Any Business.
Who are Dylan Larson, Crpc™'s colleagues at Merrill Lynch?
Dylan Larson, Crpc™'s colleagues at Merrill Lynch include Meghan Slocum, Covey Davis, Ethan Courtad, Cfp®, James Horton, and Andrew Bianco.
How can I contact Dylan Larson, Crpc™?
You can use AeroLeads to view verified contact signals for Dylan Larson, Crpc™ at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Dylan Larson, Crpc™ attend?
Dylan Larson, Crpc™ holds Bachelor'S Degree, Finance from W. P. Carey School Of Business – Arizona State University.
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