Stephen Merrill's Location
Cockeysville, MD, US
Stephen Merrill's Work
- Financial Planner @ Heritage Financial Consultants LLC
- Financial Planner @ Lincoln Financial Advisors
- Financial Planner @ Heritage Financial Consultants LLC
- Account Manager, Major Accounts @ Thomson Reuters
- Account Manager, Major Accounts @ Reuters America LLC
- Account Executive and Product Specialist Reuters Desktops and Enterprise Data Sales @ Reuters America LLC
- Pricing Analyst @ First Data Corporation
- Pricing Analyst @ The Boston Company Asset Management
Stephen Merrill's Education
- Northeastern University
Bachelor of Science (BS) Business Administration
1987 - 1992 - Sacred Heart
Stephen Merrill's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Registered Investment Advisor
- Strategic Partnerships
- Private Wealth
- Salesforce.com
- Fixed Annuities
- Wealth Preservation Planning
- Retirement Savings
Stephen Merrill's Summary
Stephen Merrill, based in Cockeysville, MD, US, is currently a Financial Planner at Heritage Financial Consultants LLC, bringing experience from previous roles at Lincoln Financial Advisors Corp., Heritage Financial Consultants LLC, Thomson Reuters Markets and Reuters America LLC. Stephen Merrill holds a 1987 - 1992 Bachelor of Science (BS) Business Administration @ Northeastern University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Registered Investment Advisor, Strategic Partnerships and more, Stephen Merrill contributes valuable insights to the industry. Stephen Merrill has 2 emails and 1 mobile phone number on RocketReach.
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