Jody Wallace's Location
Raleigh, North Carolina, United States
Jody Wallace's Work
- Wealth Management Advisor @ Merrill Lynch
- Vice President - Senior Financial Advisor @ Merrill Lynch
Jody Wallace's Education
- Meredith College
Master of Business Administration
1999 - 2002 - Meredith College
Master of Business Administration (Financial Management, Finance)
2000 - 2002 - North Carolina State University
Bachelors
1987 - 1992
- North Carolina State University
Bachelor of Arts (Economics, Business Management, Business)
1988 - 1992 - Millbrook High School
Jody Wallace's Skills
- Retirement Planning
- Investments
- Securities
- Mutual Funds
- Equities
- Asset Allocation
- Long Term Care Insurance
- Variable Annuities
- Financial Advisory
- Financial Planning
Jody Wallace's Summary
Jody Wallace, based in Raleigh, North Carolina, United States, is currently a Wealth Management Advisor at Merrill Lynch, bringing experience from previous roles at Merrill Lynch. Jody Wallace holds a 1999 - 2002 Master of Business Administration @ Meredith College. With a robust skill set that includes Retirement Planning, Investments, Securities, Mutual Funds, Equities and more, Jody Wallace contributes valuable insights to the industry. Jody Wallace has 1 email on RocketReach.
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