Senior Vice President | Wealth Management Advisor@ Merrill Lynch
Canton, Ohio, United States
Brad Huffman, CFP®, CPFA®, CRPC™
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The University of Toledo
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FlashIntel GPTBrad Huffman, CFP(r), CPFA(r), CRPC(tm), is an experienced Wealth Management Advisor with 29.2 years of work experience. He has a strong background in retirement planning, finance, wealth management, and portfolio management. Brad has worked at Merrill Lynch in various roles, including Senior Vice President and Wealth Management Advisor. He is skilled in fixed income, asset allocation, investment advisory, equities, series 63, and financial analysis. Brad is based in the United States and has a proven track record in the financial services industry.
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About
Assistant VP, Wealth Management Advisor, CFP®, CRPC® at Merrill Lynch
Work Experience
Wealth Management Advisor | Senior Vice President
Senior Vice President | Wealth Management Advisor
Financial Services
Brad Huffman, CFP®, CPFA®, CRPC™'s Professional Milestones
- Senior Vice President | Wealth Management Advisor (1994-09-01~): Developed and implemented comprehensive wealth management strategies to optimize company performance and maximize profitability.
- Wealth Management Advisor | Senior Vice President (1994-09-01~): Transformed the wealth management strategy, maximizing profitability and achieving exceptional governance principles.
Education
Skill
Retirement Planning
Series 7
Finance
Wealth Management
Portfolio Management
Fixed Income
Asset Allocation
Investment Advisory
Equities
Series 63
Financial Analysis
Certification
Colleagues
John "Jack" C. Davis
Owner
Patrick Jarin
Business Owner | Financial Advisor
Hadas Cohen
owner & designer at hadas creations
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Other Named Brad Huffman, CFP®, CPFA®, CRPC™
Frequently asked questions
We found 2 Brad Huffman, CFP®, CPFA®, CRPC™'s email addresses
We found 3 Brad Huffman, CFP®, CPFA®, CRPC™'s phone numbers
Brad Huffman, CFP®, CPFA®, CRPC™ works for Merrill Lynch
Brad Huffman, CFP®, CPFA®, CRPC™'s role in Merrill Lynch is Senior Vice President | Wealth Management Advisor
Brad Huffman, CFP®, CPFA®, CRPC™ works in the industry of Financial Services
Brad Huffman, CFP®, CPFA®, CRPC™'s colleagues are John "Jack" C. Davis,Patrick Jarin,Hadas Cohen
Brad Huffman, CFP®, CPFA®, CRPC™'s latest job experience is Senior Vice President | Wealth Management Advisor at Merrill Lynch
Brad Huffman, CFP®, CPFA®, CRPC™'s latest education in The University of Toledo
