Senior Financial Advisor@ Merrill Lynch
Greater Philadelphia
Kurtis Finkel
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Rollins College
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FlashIntel GPTKurtis Finkel is a highly experienced financial professional with 11.9 years of work experience. Based in the United States, he specializes in financial analysis, investment strategies, and estate planning strategy. Kurt joined The Finkel Group at Merrill in 2012 and holds a bachelor's degree in economics from Rollins College in Winter Park, Florida. He is also an MBA in entrepreneurship and marketing from The Crummer Graduate School of Business. Kurt's primary focus is on helping clients understand their financial circumstances and aligning investment strategies with their goals and risk profile. He works with a diverse range of clients and families, providing them with a more enhanced role in serving their unique financial needs.
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About
Kurt joined The Finkel Group at Merrill in 2012 after earning a bachelor's degree in economics from Rollins College in Winter Park, Florida and an MBA in entrepreneurship and marketing from The Crummer Graduate School of Business in 2010. As a CERTIFIED FINANCIAL PLANNER™ professional, Kurt's primary focus is helping clients understand their financial circumstances and ensuring that their investment strategies are aligned with their goals and risk profile. Kurtis and The Finkel Group work with a select number of clients and families, which allows them to take on a more enhanced role in serving as the key resource for each of their clients unique financial needs. Kurt resides in Linwood, New Jersey. *Certified Financial Planner Board of Standards, Inc. Owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
...See MoreWork Experience
Senior Financial Advisor | First Vice President
Senior Financial Advisor
Financial Services
Kurtis Finkel's Professional Milestones
- Senior Financial Advisor (2012-01-01~): Providing expert financial analysis and expert guidance to clients, driving successful business decisions and financial stability.
- Senior Financial Advisor | First Vice President (2012-01-01~): Provided expert financial advice, building a reputation for customer satisfaction and exceptional customer service.
Education
Bachelors,
Masters
2005-01-01-2008-01-01Skill
Financial Analysis
Investment Strategies
Estate Planning Strategy
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 Kurtis Finkel
Frequently asked questions
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Kurtis Finkel's social media include: Linkedin,
Kurtis Finkel works for Merrill Lynch
Kurtis Finkel's role in Merrill Lynch is Senior Financial Advisor
Kurtis Finkel works in the industry of Financial Services
Kurtis Finkel's colleagues are Alok Tandon,Nick DiGiaimo,Patrick Jarin
Kurtis Finkel's latest job experience is Senior Financial Advisor at Merrill Lynch
Kurtis Finkel's latest education in Rollins College
