Gary Potter Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Gary Potter Location
- California, United States
Gary Potter Work
- 2009 -now Senior Financial Advisor, Senior Vice President @
- 1982 -2009 SENIOR FINANCIAL ADVISOR, SENIOR VICE PRESIDENT @ MERRILL LYNCH
Gary Potter Education
- California State University Of Fullerton
Bachelor's Degree
1975-1979
Gary Potter Skills
- Leadership
- Microsoft Excel
- Customer Service
- Strategic Planning
- Goal Based Wealth Management
- Retirement Planning
- Customized Investment Portfolios
- Financial Advisor
- Finance and Investment
- Goals Based Investment Strategies
- Trust Services
- Estate and Retirement Planning Services
- Estate and Wealth Planning Services
- College Education Planning
- Succession Planning
Gary Potter Summary
- Gary Potter, based in California, United States, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Gary Potter brings experience from previous roles at MERRILL LYNCH. Gary Potter holds a 1975 - 1979 Bachelor's Degree @ California State University Of Fullerton. With a robust skill set that includes Leadership, Microsoft Excel, Customer Service, Strategic Planning, Goal Based Wealth Management and more. Gary Potter has 1 emails and 1 mobile phone numbers on RocketReach.
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