Jeff Guy Email & Phone Number
Senior Financial Advisor, First Vice President @ Merrill Lynch
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Jeff Guy Location
- Traverse City, MI, US
Jeff Guy Work
- 2007 - now Senior Financial Advisor, First Vice President @
Jeff Guy Education
- Hope College
Bachelor's Degree
2003 - 2007
Jeff Guy Skills
- Leadership
- Estate Planning
- Series 63
- Team Building
- Public Speaking
- Fixed Annuities
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Business Analysis
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Training
- Customer Service
- Financial Analysis
- Management
- Retirement
- Series 7
Jeff Guy Summary
- Jeff Guy, based in Traverse City, MI, US, is currently a Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management. Jeff Guy holds a 2003 - 2007 Bachelor's Degree @ Hope College. With a robust skill set that includes Leadership, Estate Planning, Series 63, Team Building, Public Speaking and more. Jeff Guy has 2 emails and 1 mobile phone numbers on RocketReach.
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