Directory
>
Alina Theobald
Alina Theobald
Senior Financial Advisor, Vice President | Merrill Lynch
Florida, Boca Raton, United States
Alina Theobald
Summary
Alina Theobald is a seasoned Senior Financial Advisor with over 27 years of experience in the financial services industry. She specializes in wealth management, focusing on building deep relationships with clients to create customized financial strategies. Alina's expertise spans portfolio management, banking, and retirement planning, with a particular emphasis on serving busy executives, physicians, and business owners. Her resourceful, client-centric approach ensures that clients are well-prepared for both anticipated and unexpected financial scenarios. A native of Panama and a long-time resident of Florida, Alina holds a Bachelor of Science degree from the University of West Florida and an Associate of Science degree from Panama Canal College. Outside of work, she is actively involved in her community and enjoys traveling and spending time with her family. Alina's conservative growth-oriented perspective helps mitigate risks while capitalizing on market opportunities, making her a trusted advisor in the financial landscape.
Alina Theobald
Work Experience
Senior Financial Advisor, Vice President at
Merrill Lynch
January 1995 - Present
Alina Theobald
Education
University of West Florida, Bachelor's Degree
January 1985 - January 1987
Panama Canal College, Associate's Degree
January 1983 - January 1985
Frequently Asked Questions about Alina Theobald
What is Alina Theobald email address?
Alina Theobald'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 Alina Theobald work for?
Alina Theobald is a Senior Financial Advisor, Vice President at Merrill Lynch.
Where Alina Theobald graduated from?
Alina Theobald holds a degree in null from University of West Florida.
How can I directly contact Alina Theobald?
To contact Alina Theobald directly, you can use the email address ****************@ml.com. Complete contact information is available upon registration with Muraena.
Is Alina Theobald an immigrant?
Yes, Alina Theobald is an immigrant and currently based in United States
Who is Alina Theobald?
Alina Theobald is a seasoned Senior Financial Advisor with over 27 years of experience in the financial services industry. She specializes in wealth management, focusing on building deep relationships with clients to create customized financial strategies. Alina's expertise spans portfolio management, banking, and retirement planning, with a particular emphasis on serving busy executives, physicians, and business owners. Her resourceful, client-centric approach ensures that clients are well-prepared for both anticipated and unexpected financial scenarios. A native of Panama and a long-time resident of Florida, Alina holds a Bachelor of Science degree from the University of West Florida and an Associate of Science degree from Panama Canal College. Outside of work, she is actively involved in her community and enjoys traveling and spending time with her family. Alina's conservative growth-oriented perspective helps mitigate risks while capitalizing on market opportunities, making her a trusted advisor in the financial landscape.
Alina`s contact details
****************@ml.com
Colleagues
Vice President
Director of Software Support Services
Wealth Management Advisor, Senior Vice President
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Vice President
Private Client Advisor
Wealth Management Advisor, Senior Vice President
VP
Management Trainee/Acting as Branch Manager