Senior Vice President | Wealth Management Advisor@ Merrill Lynch
Hunt Valley, Maryland, United States
Denise Mersinger, CFP®, CRPC™, CPFA®
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Towson University
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FlashIntel GPTDenise Mersinger, CFP(r), CRPC(tm), CPFA(r) is a Senior Vice President - Wealth Management Advisor with 22 years of experience. She specializes in investment portfolio advisory, goals-based planning, financial guidance, women's networking, customized investment portfolios, and goals-based investment strategies. Based in Hunt Valley, Maryland, Denise has worked at Merrill Lynch since 2001, where she has held the position of Senior Vice President, Wealth Management Advisor in the General Management department. Merrill Lynch, founded in 1914, is a leading financial services firm with a wide range of products and services catering to individuals, institutions, and wealthy individuals.
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About
I am a Senior Vice President - Wealth Management Advisor who joined Merrill in 2001 and…
Work Experience
Wealth Management Advisor | Senior Vice President
Senior Vice President | Wealth Management Advisor
Financial Services
Denise Mersinger, CFP®, CRPC™, CPFA®'s Professional Milestones
- Senior Vice President | Wealth Management Advisor (2001-12-01~): Achieved record-breaking wealth gains through comprehensive market analysis and strategic investment decisions.
- Wealth Management Advisor | Senior Vice President (2001-12-01~): Provided expert financial guidance and guidance to clients, driving their financial success and long-term investment journey.
Education
Skill
Investment Portfolio Adviser
Goals Based Planning
Financial Guidance
Women's Networking
Customized Investment Portfolios
Goals Based Investment Strategies
Certification
Colleagues
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Patrick Jarin
Business Owner | Financial Advisor
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Other Named Denise Mersinger, CFP®, CRPC™, CPFA®
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Denise Mersinger, CFP®, CRPC™, CPFA®'s social media include: Linkedin,
Denise Mersinger, CFP®, CRPC™, CPFA® works for Merrill Lynch
Denise Mersinger, CFP®, CRPC™, CPFA®'s role in Merrill Lynch is Senior Vice President | Wealth Management Advisor
Denise Mersinger, CFP®, CRPC™, CPFA® works in the industry of Financial Services
Denise Mersinger, CFP®, CRPC™, CPFA®'s colleagues are Alok Tandon,Nick DiGiaimo,Patrick Jarin
Denise Mersinger, CFP®, CRPC™, CPFA®'s latest job experience is Senior Vice President | Wealth Management Advisor at Merrill Lynch
Denise Mersinger, CFP®, CRPC™, CPFA®'s latest education in Towson University
