Bud Martin Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Bud Martin Location
- San Antonio, TX, US
Bud Martin Work
- Wealth Management Advisor, Senior Vice President @ (May 1987 - Present)
Bud Martin Education
- Spencer County HS
High School Diploma/GED
1962-1966
Bud Martin Skills
- Series 7
- Retirement Planning
- Wealth Management
- Investments
- Mutual Funds
- Strategic Financial Planning
- Asset Allocation
- Portfolio Management
- Retirement
- Series 63
- Equities
- Securities
- Fixed Income
- Investment Strategies
- Customer Service
- Uniform Combined State Law
- Financial Planning
- Finance
- Microsoft Office
- Microsoft Excel
- Management
- Financial Reporting
Bud Martin Summary
- Bud Martin, based in San Antonio, TX, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Bud Martin holds a 1962 - 1966 High School Diploma/GED @ Spencer County HS. With a robust skill set that includes Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds and more.
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