Kim Morrow Email
Wealth Management Specialist @ Merrill Lynch
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Kim Morrow Location
- Boston, MA, US
Kim Morrow Work
- Wealth Management Specialist @ (October 2022 - Present)
- Senior Financial Advisor @ (September 2001 - October 2022)
Kim Morrow Education
- Boston University
Certificate in Financial Planning (Financial Planning and Services)
2015-2016 - Northeastern University
Kim Morrow Skills
- Asset Management
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Series 7
- Wealth Management
Kim Morrow Summary
- Kim Morrow, based in Boston, MA, US, is currently a Wealth Management Specialist at Merrill Lynch. Kim Morrow brings experience from previous roles at Argent Wealth Management. Kim Morrow holds a 2015 - 2016 Certificate in Financial Planning in Financial Planning and Services @ Boston University. With a robust skill set that includes Asset Management, Financial Analysis, Financial Planning, Financial Services, Investment Advisory and more. Kim Morrow has 1 emails on RocketReach.
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