Priscilla Do, Cfp®
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Priscilla Do, Cfp® Email & Phone Number

Wealth Management Advisor at Merrill Lynch Wealth Management
Location: Newport Beach, California, United States 6 work roles 1 school
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Current company
Merrill Lynch Wealth Management
Role
Wealth Management Advisor
Location
Newport Beach, California, United States
Company size
45157 employees

Who is Priscilla Do, Cfp®? Overview

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Quick answer

Priscilla Do, Cfp® is listed as Wealth Management Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Priscilla Do, Cfp®.

Priscilla Do, Cfp® previously worked as Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management and Registered Senior Client Associate at Merrill Lynch Wealth Management. Priscilla Do, Cfp® holds Bachelor'S Degree from University Of California Irvine.

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Email format at Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

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Profile bio

About Priscilla Do, Cfp®

As a Merrill financial advisor, I focus on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Current workplace

Priscilla Do, Cfp®'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor
new york, new york, united states
Website
ml.com
Employees
45157
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Company profile
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6 roles

Priscilla Do, Cfp® work experience

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Registered Senior Client Associate

Merrill Lynch Wealth Management
Apr 2014 - Jan 2020

Administrative Assistant

Merrill Lynch Wealth Management
Feb 2011 - Apr 2014

Administrative Manager

Banc Of America Investment Services, Inc. / Merrill Lynch Wealth Management
Dec 2009 - Feb 2011

Administrative Assistant

Banc Of America Investments Services, Inc.
Aug 2004 - Dec 2009
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

SV Shivalingam Vanaraj J P Shivalingam Vanaraj J P Colleague at Merrill Lynch Wealth Management Singapore, Singapore View → PL Pierre Lim Pierre Lim Colleague at Merrill Lynch Wealth Management New York, New York, United States, United States View → MB Mark Babyak, Crpc™ Mark Babyak, Crpc™ Colleague at Merrill Lynch Wealth Management Charlotte, North Carolina, United States, United States View → MB Michael Bohannon Michael Bohannon Colleague at Merrill Lynch Wealth Management Jacksonville, Florida, United States, United States View → LL Luke Liacone Luke Liacone Colleague at Merrill Lynch Wealth Management Missoula, Montana, United States, United States View → VB Victoria Bucher, Cfp®️, Crpc™️ Victoria Bucher, Cfp®️, Crpc™️ Colleague at Merrill Lynch Wealth Management Greater Philadelphia, United States View → PL Paul Low Paul Low Colleague at Merrill Lynch Wealth Management Oakland, California, United States, United States View → LB Lisa Babagian-Meidl Lisa Babagian-Meidl Colleague at Merrill Lynch Wealth Management Manhattan Beach, California, United States, United States View → BJ Bryan Jones Bryan Jones Colleague at Merrill Lynch Wealth Management New York, New York, United States, United States View → TH Tiree Hayes Tiree Hayes Colleague at Merrill Lynch Wealth Management Austin, Texas Metropolitan Area, United States View →
1 education record

Priscilla Do, Cfp® education

  • University Of California Irvine
    University Of California Irvine
    Bachelor'S Degree
FAQ

Frequently asked questions about Priscilla Do, Cfp®

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

What company does Priscilla Do, Cfp® work for?

Priscilla Do, Cfp® works for Merrill Lynch Wealth Management.

What is Priscilla Do, Cfp®'s role at Merrill Lynch Wealth Management?

Priscilla Do, Cfp® is listed as Wealth Management Advisor at Merrill Lynch Wealth Management.

Where is Priscilla Do, Cfp® based?

Priscilla Do, Cfp® is based in Newport Beach, California, United States while working with Merrill Lynch Wealth Management.

What companies has Priscilla Do, Cfp® worked for?

Priscilla Do, Cfp® has worked for Merrill Lynch Wealth Management, Banc Of America Investment Services, Inc. / Merrill Lynch Wealth Management, Banc Of America Investments Services, Inc., and Bank Of America.

Who are Priscilla Do, Cfp®'s colleagues at Merrill Lynch Wealth Management?

Priscilla Do, Cfp®'s colleagues at Merrill Lynch Wealth Management include Shivalingam Vanaraj J P, Pierre Lim, Mark Babyak, Crpc™, Michael Bohannon, and Luke Liacone.

How can I contact Priscilla Do, Cfp®?

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

What schools did Priscilla Do, Cfp® attend?

Priscilla Do, Cfp® holds Bachelor'S Degree from University Of California Irvine.

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