Merrick Estes's Location
Charlotte, NC, US
Merrick Estes's Work
- Regional Vice President @ Mercer Advisors
- Branch Manager @ Etrade Bank Inc
- South Division Manager RBO @ TD Ameritrade
- Branch Manager @ TD Ameritrade
- Branch Manager @ TD Ameritrade
- Investment Consultant @ TD Ameritrade
- Wholesaler @ Evergreen Investments
- Internal Sales Consultant @ Evergreen Investments
- Preferred Client Group @ DLJdirect-CSFBdirect-Harrisdirect
Merrick Estes's Education
- University of South Carolina
International Studies (Economics, Foreign Policy, Minor in Business Administration)
1994 - 1998
Merrick Estes's Skills
- Financial Services
- Investments
- Mutual Funds
- Wealth Management
- Trading
- Portfolio Management
- Retirement Planning
- Securities
- Asset Allocation
- Finance
Merrick Estes's Summary
Merrick Estes, based in Charlotte, NC, US, is currently a Regional Vice President at Mercer Advisors, bringing experience from previous roles at E*TRADE Financial Corporation and TD Ameritrade. Merrick Estes holds a 1994 - 1998 International Studies in Economics, Foreign Policy, Minor in Business Administration @ University of South Carolina. With a robust skill set that includes Financial Services, Investments, Mutual Funds, Wealth Management, Trading and more, Merrick Estes contributes valuable insights to the industry. Merrick Estes has 2 emails on RocketReach.
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