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J Wertz
J Wertz
Wealth Management Advisor, First Vice President | Merrill Lynch
Pennsylvania, York, United States
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.
J Wertz
Work Experience
Wealth Management Advisor, First Vice President at
Merrill Lynch
November 1977 - Present
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
************@ml.com
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