Cade McNicholas

Cade McNicholas: Email & Phone Number

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Client Experience Advisor at Merrill Lynch|United States

Position:

Client Experience Advisor at Merrill Lynch

Location:

United States

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Last updated: 2026-07-14
Updated: 2026-07-14

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Work Experience 5 years

Client Experience Advisor at Merrill Lynch

Apr 2025 - Current

Financial Advisor at Merrill Lynch Wealth Management

Jul 2023 - Apr 2025

Financial Services Assistant (Intern) at Fidler Wealth Management

May 2021 - Aug 2022

Cade McNicholas started working in 2021, then the employee has changed 2 companies and 2 jobs. On average, Cade McNicholas works for one company for 1 year 5 months.

Cade is proficient in English. Their professional focus is Business Financial Strategies, Collaborative Problem Solving, and Critical Thinking across 3 core areas.

Cade holds Personal Investment Advisor certifications.

Education

University of Arkansas ­- Sam M. Walton College of Business

Bachelor's Degree at University of Arkansas

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