Managing Director | Wealth Management Advisor@ Merrill Lynch
Fort Walton Beach, Florida, United States
Ray McGovern, CPWA
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West Virginia Wesleyan College
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FlashIntel GPTRay McGovern, CPWA is a highly experienced Senior Vice President & Wealth Management Advisor at Merrill Lynch with over 42 years of work experience. He specializes in financial planning, wealth management, portfolio management, and retirement planning. Ray has a strong background in insurance, credit, estate planning, and asset management. Based in Fort Walton Beach, Florida, he has worked at Merrill Lynch since 1983, initially as a Branch Office Service Representative and later as a Senior Vice President & Wealth Management Advisor. With a focus on strategic financial planning and analysis, Ray is a valuable asset to the company.
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About
Senior Vice President & Wealth Management Advisor at Merrill Lynch
Work Experience
Managing Director | Wealth Management Advisor
Managing Director | Wealth Management Advisor
Branch Office Service Representative | CMA Operations
Financial Services
Ray McGovern, CPWA's Professional Milestones
- Managing Director | Wealth Management Advisor (1983-04-01~): Transformed client base by providing expert advisors with comprehensive wealth management recommendations.
- Branch Office Service Representative | CMA Operations (1981-10-01~1983-04-01): Optimized branch office operations, increasing efficiency and productivity through effective communication strategies.
Education
Marketing,
Business Management,
Business,
Management,
Bachelors,
Bachelor Of Science,
And Related Support Services,
Business, Management, Marketing, And Related Support Services
1977-1981Skill
Financial Planning
Wealth Management
Portfolio Management
Retirement Planning
Insurance
Retirement
Credit
Estate Planning
Asset Management
Small Business
Strategic Financial Planning
Mutual Funds
Asset Allocation
Uniform Combined State Law
Series 63
Series 7
Strategic Planning
Financial Analysis
Investments
Certification
Colleagues
Other Named Ray McGovern, CPWA
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Ray McGovern, CPWA works for Merrill Lynch
Ray McGovern, CPWA's role in Merrill Lynch is Managing Director | Wealth Management Advisor
Ray McGovern, CPWA works in the industry of Financial Services
Ray McGovern, CPWA's colleagues are John "Jack" C. Davis,Patrick Jarin,Christine Thibault
Ray McGovern, CPWA's latest job experience is Managing Director | Wealth Management Advisor at Merrill Lynch
Ray McGovern, CPWA's latest education in West Virginia Wesleyan College
