Susan Erb's Location
Naples, FL, US
Susan Erb's Work
- Senior Vice President,Wealth Management Advisor @ Merrill Lynch
- Sr. Vice President, Relationship Manager @ Wachovia Wealh Management
Susan Erb's Education
- College for Financial Planning
Susan Erb's Skills
- Series 7
- Retirement Planning
- Asset Allocation
- Alternative Investments
- Portfolio Management
- Series 65
- Credit
- Investment Advisory
- Series 63
- Investments
Susan Erb's Summary
Susan Erb, based in Naples, FL, US, is currently a Senior Vice President,Wealth Management Advisor at Merrill Lynch, bringing experience from previous roles at Wachovia Wealh Management. Susan Erb holds a College for Financial Planning. With a robust skill set that includes Series 7, Retirement Planning, Asset Allocation, Alternative Investments, Portfolio Management and more, Susan Erb contributes valuable insights to the industry. Susan Erb has 2 emails and 1 mobile phone number on RocketReach.
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