Jay Kirkpatrick Email & Phone Number
Senior Financial Advisor, Managing Director @ Merrill Lynch
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Jay Kirkpatrick Location
- Greensboro, NC, US
Jay Kirkpatrick Work
- Senior Financial Advisor, Managing Director @ (January 2000 - Present)
Jay Kirkpatrick Education
- Wake Forest University
Bachelor's Degree
1995-1999
Jay Kirkpatrick Skills
- Estate Planning Strategies and Wealth Transfer
- Family Wealth Management Strategy
- CRPC
- Series 7
- Asset Allocation
- Finance
- Investments
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Goals Based Investment Strategies
- Purchasing
- Customized Investment Strategies
Jay Kirkpatrick Summary
- Jay Kirkpatrick, based in Greensboro, NC, US, is currently a Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management. Jay Kirkpatrick holds a 1995 - 1999 Bachelor's Degree @ Wake Forest University. With a robust skill set that includes Estate Planning Strategies and Wealth Transfer, Family Wealth Management Strategy, CRPC, Series 7, Asset Allocation and more. Jay Kirkpatrick has 2 emails and 1 mobile phone numbers on RocketReach.
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