Jay Kirkpatrick's Location
Greensboro, NC, US
Jay Kirkpatrick's Education
- Wake Forest University
Bachelor's Degree
1995 - 1999
Jay Kirkpatrick's Skills
- CRPC
- Series 7
- Asset Allocation
- Finance
- Investments
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Estate Planning Strategies and Wealth Transfer
- Goals Based Investment Strategies
Jay Kirkpatrick's 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 CRPC, Series 7, Asset Allocation, Finance, Investments and more, Jay Kirkpatrick contributes valuable insights to the industry. Jay Kirkpatrick has 2 emails and 1 mobile phone number on RocketReach.
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