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Robert White, Cfp® is listed as Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 857, and a matched LinkedIn profile for Robert White, Cfp®.
Robert White, Cfp® previously worked as Financial Advisor at Morgan Stanley Smith Barney. Robert White, Cfp® holds Bachelor'S Degree from Bowling Green State University.
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AeroLeads found 2 current-domain work email signals for Robert White, Cfp®. Compare company email patterns before reaching out.
Summary I continue a family tradition of providing multi-generational wealth management to established families and corporate entities. Having been in Boston over a decade, I enjoy participating in the community and fostering the relationships I have built with my clients. In addition to a holistic approach for individuals, I focus on the specific financial strategies and wealth planning needs of non-profits, planned giving, women and lifestyle protection. Business Experience November 2011 to Present Merrill Lynch Wealth Management First Vice President Wealth Management Advisor Boston, MA CERTIFIED FINANCIAL PLANNER® professional 2001 - November 2011 Morgan Stanley Smith Barney Second Vice President – Investments Financial Planning Specialist Boston, MA 1996 - 2001: Morgan Stanley Vice President Boston, MA 1995 - 1996 OLDE DISCOUNT CORPORATION BROKER TRAINEE 1993 - 1995: Massachusetts Financial Services Retirement Planning Specialist Boston, MA Education, FINRA registrations, and Insurance Licensing BSBA - Finance, International Business 1993, Bowling Green State University CERTIFIED FINANCIAL PLANNER® professional I hold the following FINRA Registrations: • Series 7, 1996 - General Securities Representative • Series 52, 1995 - Municipal Securities Representative • Series 63, 1995 - Uniform Securities Agent State Law • Series 65, 1996 - Uniform Investment Adviser Law • Series 31, 1996 - Futures Managed Funds • Life Insurance Licensed • Long - Term Care Insurance Licensed • Disability Insurance Licensed • Annuity Insurance Licensed Associations: Financial Planning Association Museum of Fine Arts BOSTON, Museum Council Patron Raising a Reader, Massachusetts Honors & Awards Presidential Volunteer Award- President of The United States
Listed skills include Wealth Management, Retirement Planning, Investment Strategies, Family Estate Financial Guidance, and 17 others.
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New York, NY, US
*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.
Other employees you can reach at ml.com. View company contacts →
Hanna Brenalt
Colleague at Merrill Lynch Wealth ManagementWest Palm Beach, Florida, United States, United States
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Gbato Kourouma
Colleague at Merrill Lynch Wealth ManagementConakry, Conakry Region, Guinea, Guinea
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Michael Scheel
Colleague at Merrill Lynch Wealth ManagementPennington, New Jersey, United States, United States
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Stacey Lorde
Colleague at Merrill Lynch Wealth ManagementSun City Center, Florida, United States, United States
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David Lewson
Colleague at Merrill Lynch Wealth ManagementRedding, Connecticut, United States, United States
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Whitney Dieter
Colleague at Merrill Lynch Wealth ManagementMount Pleasant, South Carolina, United States, United States
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Kyle Salone
Colleague at Merrill Lynch Wealth ManagementAtlanta, Georgia, United States, United States
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Bob Farah
Colleague at Merrill Lynch Wealth ManagementBerkeley Heights, New Jersey, United States, United States
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Kailey Thompson
Colleague at Merrill Lynch Wealth ManagementDenver, North Carolina, United States, United States
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Sheila Grether
Colleague at Merrill Lynch Wealth ManagementSierra Madre, California, United States, United States
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Quick answers generated from the profile data available on this page.
Robert White, Cfp® works for Merrill Lynch Wealth Management.
Robert White, Cfp® is listed as Wealth Management Advisor, First Vice President at Merrill Lynch Wealth Management.
AeroLeads has found 2 work email signals at @ml.com for Robert White, Cfp® at Merrill Lynch Wealth Management.
AeroLeads has found 1 phone signal(s) with area code 857 for Robert White, Cfp® at Merrill Lynch Wealth Management.
Robert White, Cfp® is based in Boston, Massachusetts, United States while working with Merrill Lynch Wealth Management.
Robert White, Cfp® has worked for Merrill Lynch Wealth Management and Morgan Stanley Smith Barney.
Robert White, Cfp®'s colleagues at Merrill Lynch Wealth Management include Hanna Brenalt, Gbato Kourouma, Michael Scheel, Stacey Lorde, and David Lewson.
You can use AeroLeads to view verified contact signals for Robert White, Cfp® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
Robert White, Cfp® holds Bachelor'S Degree from Bowling Green State University.
Robert White, Cfp® is listed with skills including Wealth Management, Retirement Planning, Investment Strategies, Family Estate Financial Guidance, Multi Generational Family Wealth Advising, Private Family Wealth Management, Wealth Management Consultant, and Executive Services.
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