Stacey

Stacey: Email & Phone Number

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Senior Private Wealth Client Associate at Merrill Lynch|United States

Position:

Senior Private Wealth Client Associate at Merrill Lynch

Location:

United States

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Last updated: 2026-06-02
Updated: 2026-06-02

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Work Experience 25 years

Senior Private Wealth Client Associate at Merrill Lynch

Apr 2002 - Current

Account Manager at Bank One

Jul 2001 - Apr 2002

Stacey started working in 2001, then the employee has changed 1 company and 1 job. On average, Stacey works for one company for 12 years 6 months.

Stacey holds Chartered Retirement Planning Counselor, Series 66, and Series 7 certifications.

Education

Bachelor's degree at University of Illinois at Urbana-Champaign

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