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Rich Wilson

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Rich Wilson

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Arizona, Scottsdale, United States

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Rich Wilson

Summary

Rich Wilson is a seasoned Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been instrumental since 1997 in crafting wealth management strategies for clients and their families. A certified financial planner, Rich combines his expertise in asset allocation with a passion for client relations and financial education. He graduated magna cum laude from Arizona State University and is actively involved in community service, having served on various boards including the BYU Management Society. Rich is not just a financial expert; he is also a dedicated family man and an Eagle Scout, who enjoys outdoor activities like hiking and basketball. Fluent in Portuguese and conversational in Spanish, he brings a multicultural perspective to his work. His commitment to health and learning reflects in both his professional and personal life.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Rich Wilson

Work Experience

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Wealth Management Advisor, Senior Vice President at

Merrill Lynch

July 1997 - Present

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Rich Wilson

Education

Mesa Community College

January 1998 - January 2000

Mesa High School

January 1992 - January 1994

Arizona State University, Bachelor's Degree

January 1994 - January 2000

Frequently Asked Questions about Rich Wilson

What is Rich Wilson email address?

Rich Wilson'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 Rich Wilson work for?

Rich Wilson is a Wealth Management Advisor, Senior Vice President at Merrill Lynch.

Where Rich Wilson graduated from?

Rich Wilson holds a degree in null from Mesa Community College.

How can I directly contact Rich Wilson?

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

Who is Rich Wilson?

Rich Wilson is a seasoned Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been instrumental since 1997 in crafting wealth management strategies for clients and their families. A certified financial planner, Rich combines his expertise in asset allocation with a passion for client relations and financial education. He graduated magna cum laude from Arizona State University and is actively involved in community service, having served on various boards including the BYU Management Society. Rich is not just a financial expert; he is also a dedicated family man and an Eagle Scout, who enjoys outdoor activities like hiking and basketball. Fluent in Portuguese and conversational in Spanish, he brings a multicultural perspective to his work. His commitment to health and learning reflects in both his professional and personal life.

Rich`s contact details

mail

******@ml.com

Colleagues

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Heather Cleary

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