Amy Neely Email & Phone Number
Financial Advisor, Assistant Vice President @ Merrill Lynch
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Amy Neely Location
- Greensboro, NC, US
Amy Neely Work
- 2012 -now Financial Advisor, Assistant Vice President @
- 2011 -2012 Registered Sales Assistant @
- 2005 -2011 Client Associate @
- 2000 -2005 Client Associate @
Amy Neely Education
- Michigan State University
Bachelor's Degree
1991-1995 - Glen Oaks Community College
Associate's Degree
1989-1991
Amy Neely Skills
- Series 7
- Series 66
- Notary Public
- Wealth Management Services
- Investment Advisory
- Retirement Planning
- Customer Service
- Investments
- Wealth Management
- Asset Management
- Asset Allocation
- Financial Planning
- Mutual Funds
- Uniform Combined State Law
- Series 65
Amy Neely Summary
- Amy Neely, based in Greensboro, NC, US, is currently a Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management. Amy Neely brings experience from previous roles at Raymond James, Merrill Lynch Wealth Management and Morgan Stanley. Amy Neely holds a 1991 - 1995 Bachelor's Degree @ Michigan State University. With a robust skill set that includes Series 7, Series 66, Notary Public, Wealth Management Services, Investment Advisory and more. Amy Neely has 2 emails and 1 mobile phone numbers on RocketReach.
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