Nicholas Bohn Email & Phone Number
Senior Wealth Planner, Vice President @ Merrill Lynch
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Nicholas Bohn Location
- North Bethesda, MD, US
Nicholas Bohn Work
- 2012 -now Senior Wealth Planner, Vice President @
- 2010 -2012 Financial Advisor @ LPL Financial Corp
- 2007 -2010 Financial Advisor @ Merrill Lynch Wealth Management
Nicholas Bohn Education
- Mount Saint Mary's University
Bachelor's Degree
- College for Financial Planning
Accredited Certificate Program
Nicholas Bohn Skills
- Special Needs Planning
- Financial Planning
- Investments
- Budgeting
- Business Planning
- Non-profits
- Financial Analysis
- Insurance
- Market Research
- Financial Management
- Business Strategy
- Small Business
- Portfolio Management
- Wealth Management
- Retirement
- Managerial Finance
- Strategic Financial Planning
- Nonprofits
- Customer Service
- Solutions
- C++
- Non Profits
- Strategic Financial
- FINRA
Nicholas Bohn Summary
- Nicholas Bohn, based in North Bethesda, MD, US, is currently a Senior Wealth Planner, Vice President at Merrill Lynch Wealth Management. Nicholas Bohn brings experience from previous roles at LPL Financial Corp and Merrill Lynch Wealth Management. Nicholas Bohn holds a Bachelor's Degree @ Mount Saint Mary's University. With a robust skill set that includes Special Needs Planning, Financial Planning, Investments, Budgeting, Business Planning and more. Nicholas Bohn has 1 emails and 2 mobile phone numbers on RocketReach.
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