Louis Spinelli Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Louis Spinelli Location
- Blue Bell, PA, US
Louis Spinelli Work
- Wealth Management Advisor, Senior Vice President @ (April 2009 - Present)
- Financial Advisor @ (August 2003 - April 2009)
Louis Spinelli Education
- Villanova University
Bachelor's Degree
1998-2002
Louis Spinelli Skills
- College Education Planning
- Customized Retirement Planning
- Estate Planning Strategies and Wealth Transfer
- Estate and Wealth Structuring
- Financial Advice
- Investing
- Investment Analysis - Portfolio Construction
- Wealth Management
- Investment Advisory
- Portfolio Management
- Retirement Planning
- Investment Strategies
- Asset Management
- Series 7
- Series 63
- Alternative Investments
- Mutual Funds
- Uniform Combined State Law
- Securities
- Equities
- Leadership
- Customer Service
- Management
- Sales
- Accounting
- Strategic Planning
- Financial Services
Louis Spinelli Summary
- Louis Spinelli, based in Blue Bell, PA, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Louis Spinelli brings experience from previous roles at Citigroup Global Markets. Louis Spinelli holds a 1998 - 2002 Bachelor's Degree @ Villanova University. With a robust skill set that includes College Education Planning, Customized Retirement Planning, Estate Planning Strategies and Wealth Transfer, Estate and Wealth Structuring, Financial Advice and more. Louis Spinelli has 2 emails and 1 mobile phone numbers on RocketReach.
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