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Cfp Frank Murillo Aams

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Cfp Frank Murillo Aams

Partner, Managing Director | Snowden Lane Partners

Miami, Florida, United States

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Cfp Frank Murillo Aams

Summary

Frank Murillo is a dedicated financial planner based in Miami, Florida, specializing in assisting senior-level executives as they approach retirement. With a strong foundation in finance and extensive experience at reputable firms like Morgan Stanley and Merrill Lynch, he has honed his expertise in wealth management and fiduciary responsibilities. Frank's approach is rooted in transparency and trust, as he aims to align his clients' financial success with meaningful life choices. An avid traveler, he has explored over twenty countries and five continents, bringing a global perspective to his financial planning practice. In addition to his advisory role, Frank shares insights through his blog, helping clients navigate the complexities of personal finance. He holds a Bachelor's degree in International Business and is a Certified Financial Planner and Accredited Asset Management Specialist. Outside of work, he enjoys spending time with his family and their Belgian Malinois, Charlie.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Cfp Frank Murillo Aams

Work Experience

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Partner, Managing Director at

Snowden Lane Partners

June 2019 - Present

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International Wealth Management Advisor at

Merrill Lynch

November 2009 - June 2019

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Client Service Associate at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

February 2007 - November 2009

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Cfp Frank Murillo Aams

Education

Florida International University, Bachelor's Degree

January 2002 - January 2006

College for Financial Planning, Certified Financial Planner (Cfp®) & Accredited Asset Management Specialist (Aams®)

Frequently Asked Questions about Cfp Frank Murillo Aams

What is Cfp Frank Murillo Aams email address?

Cfp Frank Murillo Aams's primary email address is *************@snowdenlane.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Frank Murillo Aams work for?

Cfp Frank Murillo Aams is a Partner, Managing Director at Snowden Lane Partners.

Where Cfp Frank Murillo Aams graduated from?

Cfp Frank Murillo Aams holds a degree in International Business from Florida International University.

How can I directly contact Cfp Frank Murillo Aams?

To contact Cfp Frank Murillo Aams directly, you can use the email address *************@snowdenlane.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Frank Murillo Aams?

Frank Murillo is a dedicated financial planner based in Miami, Florida, specializing in assisting senior-level executives as they approach retirement. With a strong foundation in finance and extensive experience at reputable firms like Morgan Stanley and Merrill Lynch, he has honed his expertise in wealth management and fiduciary responsibilities. Frank's approach is rooted in transparency and trust, as he aims to align his clients' financial success with meaningful life choices. An avid traveler, he has explored over twenty countries and five continents, bringing a global perspective to his financial planning practice. In addition to his advisory role, Frank shares insights through his blog, helping clients navigate the complexities of personal finance. He holds a Bachelor's degree in International Business and is a Certified Financial Planner and Accredited Asset Management Specialist. Outside of work, he enjoys spending time with his family and their Belgian Malinois, Charlie.

Cfp`s contact details

mail

*************@snowdenlane.com

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