William Jeffery Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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William Jeffery Location
- Washington, DC, US
William Jeffery Work
- Senior Financial Advisor, Senior Vice President @ (April 2012 - Present)
William Jeffery Education
- College of Charleston
Bachelor's Degree
2007-2011
William Jeffery Skills
- Family Wealth Planning
- Family Estate Financial Guidance
- Portfolio Investment Management
- Financial Advising
- Business Financial Strategies
William Jeffery Summary
- William Jeffery, based in Washington, DC, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. William Jeffery holds a 2007 - 2011 Bachelor's Degree @ College of Charleston. With a robust skill set that includes Family Wealth Planning, Family Estate Financial Guidance, Portfolio Investment Management, Financial Advising, Business Financial Strategies and more. William Jeffery has 2 emails and 1 mobile phone numbers on RocketReach.
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