William Juergens Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
William Juergens's Location
Ann Arbor, MI, US
William Juergens's Education
- Columbia University
Accredited Certificate Program
2015 - 2015 - The University of Chicago
Accredited Certificate Program
2013 - 2013 - The University of Pennsylvania
Accredited Certificate Program
2009 - 2009
- University of Michigan
Bachelor's Degree
1997 - 2000
William Juergens's Skills
- Wealth Management
- Donor Advised Funds
- Asset Allocation
- Wealth Management Services
- Series 63
- Investment Advisory
William Juergens's Summary
William Juergens, based in Ann Arbor, MI, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. William Juergens holds a 2015 - 2015 Accredited Certificate Program @ Columbia University. With a robust skill set that includes Wealth Management, Donor Advised Funds, Asset Allocation, Wealth Management Services, Series 63 and more, William Juergens contributes valuable insights to the industry.
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