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J Wertz

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J Wertz

Wealth Management Advisor, First Vice President | Merrill Lynch

Pennsylvania, York, United States

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J Wertz

Summary

J Kevin Wertz is a seasoned Wealth Management Advisor with over four decades of experience at Merrill Lynch. He specializes in personalized investment strategies that cater to affluent families, corporate executives, and successful business owners. With a strong foundation in economics from the University of Pittsburgh, he combines traditional financial advice with innovative portfolio management techniques. As a Chartered Retirement Planning Counselor, he is dedicated to helping clients navigate complex financial landscapes and achieve long-term objectives. His approach emphasizes building enduring relationships based on trust and a deep understanding of client needs. Kevin's career is marked by stability and a commitment to excellence in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

J Wertz

Work Experience

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Wealth Management Advisor, First Vice President at

Merrill Lynch

November 1977 - Present

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J Wertz

Education

University of Pittsburgh, Bachelor's Degree

January 1971 - January 1975

Frequently Asked Questions about J Wertz

What is J Wertz email address?

J Wertz's primary email address is ************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does J Wertz work for?

J Wertz is a Wealth Management Advisor, First Vice President at Merrill Lynch.

Where J Wertz graduated from?

J Wertz holds a degree in null from University of Pittsburgh.

How can I directly contact J Wertz?

To contact J Wertz directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.

Who is J Wertz?

J Kevin Wertz is a seasoned Wealth Management Advisor with over four decades of experience at Merrill Lynch. He specializes in personalized investment strategies that cater to affluent families, corporate executives, and successful business owners. With a strong foundation in economics from the University of Pittsburgh, he combines traditional financial advice with innovative portfolio management techniques. As a Chartered Retirement Planning Counselor, he is dedicated to helping clients navigate complex financial landscapes and achieve long-term objectives. His approach emphasizes building enduring relationships based on trust and a deep understanding of client needs. Kevin's career is marked by stability and a commitment to excellence in wealth management.

J`s contact details

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************@ml.com

Colleagues

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Heather Cleary

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