Directory

>

Cody Farmer Cfa

avatar

Cody Farmer Cfa

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Denver, Colorado, United States

View contact details (it's free)

Cody Farmer Cfa

Summary

Cody Farmer is a seasoned financial professional with extensive experience in wealth management and investment consulting. As the Senior Vice President and Wealth Management Advisor at Merrill Lynch, he leads a team dedicated to providing tailored investment solutions for both individual and institutional clients. His analytical skills and expertise in asset management enable him to design customized strategies that align with clients' financial goals. Cody's career spans over a decade, including roles at Fidelity Investments and Janus Capital, where he honed his skills in fixed income and portfolio management. He has been recognized as one of Barron's "America's Top 50 Institutional Consultants", reflecting his commitment to excellence in the industry. Based in Denver, Colorado, he is passionate about helping clients navigate the complexities of financial markets and achieve their investment objectives. Cody holds an MBA from Southern Methodist University, which complements his CFA designation, underscoring his dedication to professional development in finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cody Farmer Cfa

Work Experience

company logo

Wealth Management Advisor, Senior Vice President at

Merrill Lynch

September 2015 - Present

company logo

Fixed Income Specialist at

Fidelity Investments

February 2014 - September 2015

company logo

Client Portfolio Manager at

Janus Capital Law Group

July 2008 - February 2014

company logo

Structured Products Specialist at

NUVEEN INVESTMENTS HOLDINGS, INC.

March 2007 - June 2008

company logo

Portfolio Analyst at

Bank of America

June 2004 - February 2007

Logos provided by Logo.dev

Cody Farmer Cfa

Education

Southern Methodist University, Masters Of Business Administration, Mba

January 2002 - January 2004

Frequently Asked Questions about Cody Farmer Cfa

What is Cody Farmer Cfa email address?

Cody Farmer Cfa'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 Cody Farmer Cfa work for?

Cody Farmer Cfa is a Wealth Management Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cody Farmer Cfa graduated from?

Cody Farmer Cfa holds a degree in from Southern Methodist University.

How can I directly contact Cody Farmer Cfa?

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

Who is Cody Farmer Cfa?

Cody Farmer is a seasoned financial professional with extensive experience in wealth management and investment consulting. As the Senior Vice President and Wealth Management Advisor at Merrill Lynch, he leads a team dedicated to providing tailored investment solutions for both individual and institutional clients. His analytical skills and expertise in asset management enable him to design customized strategies that align with clients' financial goals. Cody's career spans over a decade, including roles at Fidelity Investments and Janus Capital, where he honed his skills in fixed income and portfolio management. He has been recognized as one of Barron's "America's Top 50 Institutional Consultants", reflecting his commitment to excellence in the industry. Based in Denver, Colorado, he is passionate about helping clients navigate the complexities of financial markets and achieve their investment objectives. Cody holds an MBA from Southern Methodist University, which complements his CFA designation, underscoring his dedication to professional development in finance.

Cody`s contact details

mail

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

Colleagues

avatar
Nick Mccutcheon

Financial Advisor, Vice President

avatar
Nick Young Cfa

Wealth Management Advisor, Vice President

avatar
Cfp Nick Economos Cpfa Tm Crpc Tm

Wealth Management Advisor, Senior Vice President

Se-Awma™ Nick Kozak Cdfa

Wealth Management Advisor, Managing Director

avatar
Nicolas Piscitelli

Senior Financial Advisor, Vice President

avatar
Cfp Nicole Ferrell

Wealth Management Advisor, Senior Vice President

avatar
Nicole Hanna

Financial Advisor, Vice President

avatar
Cfp Rich Wilson

Financial Advisor, First Vice President

avatar
Ryan Doyle

VP, Supervision Principal

Ryan Feldman

Wealth Management Advisor, First Vice President-Wealth Management

View Contact details (it's free)
Request Profile Removal