Benjamin Jolly Email & Phone Number
Wealth Management Advisor, Managing Director @ Merrill Lynch
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Benjamin Jolly Location
- Bethesda, MD, US
Benjamin Jolly Work
- 2013 -now Wealth Management Advisor, Managing Director @
- 2002 -2013 Financial Advisor @ John Hancock Financial Network
Benjamin Jolly Education
- Washington and Lee University
Bachelor's Degree
1998-2002
Benjamin Jolly Skills
- Corporate Retirement Plan Management
- College Funding
- Retirement Planning and Forecasting
- Goals Based investment strategies
- Goal Based Wealth Management
- Employee Benefit and Business strategies
- Business Development
- Management
- Portfolio Management
- Wealth Management
Benjamin Jolly Summary
- Benjamin Jolly, based in Bethesda, MD, US, is currently a Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management. Benjamin Jolly brings experience from previous roles at John Hancock Financial Network. Benjamin Jolly holds a 1998 - 2002 Bachelor's Degree @ Washington and Lee University. With a robust skill set that includes Corporate Retirement Plan Management, College Funding, Retirement Planning and Forecasting, Goals Based investment strategies, Goal Based Wealth Management and more. Benjamin Jolly has 2 emails and 1 mobile phone numbers on RocketReach.
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