Maria Leon-Mills Email & Phone Number
Wealth Management Advisor, Assistant Vice President @ Merrill Lynch
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Maria Leon-Mills Location
- Boca Raton, FL, US
Maria Leon-Mills Work
- Wealth Management Advisor, Assistant Vice President @ (April 2019 - Present)
- Financial Advisor @ (July 2016 - April 2019)
- Registered Associate @ Mercantil Commercebank Investment Services (June 2015 - June 2016)
- Business Analyst @ Mercantil Commercebank N.A. (January 2014 - June 2015)
- Account Officer @ Mercantil Commercebank N.A. (May 2011 - January 2014)
Maria Leon-Mills Education
- Arizona State University - W.P. Carey School of Business
Bachelor's Degree
2005-2008
Maria Leon-Mills Skills
- Divorce Transition Planning
- Estate and Wealth Planning Services
- Family Legacy Planning
- Family Wealth Transfer
- Managing New Wealth
- Retirement and Career Transition Planning
- Widow Transition Planning
- Women and Wealth
- Women in Transition
- Women's Financial Literacy
- Management
- Microsoft Excel
- Public Speaking
- Customer Service
- Financial Analysis
- Business Analytics
- Analytics
Maria Leon-Mills Summary
- Maria Leon-Mills, based in Boca Raton, FL, US, is currently a Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management. Maria Leon-Mills brings experience from previous roles at Morgan Stanley, Mercantil Commercebank Investment Services and Mercantil Commercebank N.A.. Maria Leon-Mills holds a 2005 - 2008 Bachelor's Degree @ Arizona State University - W.P. Carey School of Business. With a robust skill set that includes Divorce Transition Planning, Estate and Wealth Planning Services, Family Legacy Planning, Family Wealth Transfer, Managing New Wealth and more. Maria Leon-Mills has 3 emails and 4 mobile phone numbers on RocketReach.
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