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Cpwa Wesley Carpenter Cfp Chfc Crpc

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Cpwa Wesley Carpenter Cfp Chfc Crpc

Senior Resident Director, Managing Director | Merrill Lynch

Fairhope, Alabama, United States

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Cpwa Wesley Carpenter Cfp Chfc Crpc

Summary

Wesley Carpenter is a distinguished Wealth Management Advisor at Merrill Lynch in Fairhope, Alabama, with over two decades of experience in the financial services industry. He co-founded THE HARTY CARPENTER GROUP, a leading wealth advisory team in the Southeast, known for its commitment to personalized financial planning. Wesley has been recognized multiple times in prestigious lists such as Barron's and Forbes, highlighting his expertise in asset management and retirement planning. He holds a Bachelor's degree in Finance from The University of Alabama and is a certified financial planner. Beyond his professional achievements, Wesley is deeply involved in community initiatives, serving on various boards and councils. His interests include Alabama football, offshore fishing, and spending quality time with his family. Wesley's approach combines honest advice with a focus on long-term client relationships, making him a trusted partner for high net worth individuals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Cpwa Wesley Carpenter Cfp Chfc Crpc

Work Experience

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Senior Resident Director, Managing Director at

Merrill Lynch

Present

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Resident Director, First Vice President - Wealth Management at

MERRILL LYNCH (SINGAPORE) PTE. LTD.

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Cpwa Wesley Carpenter Cfp Chfc Crpc

Education

University of Alabama System, Bachelor's Degree

January 2000 - January 2004

Frequently Asked Questions about Cpwa Wesley Carpenter Cfp Chfc Crpc

What is Cpwa Wesley Carpenter Cfp Chfc Crpc email address?

Cpwa Wesley Carpenter Cfp Chfc Crpc'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 Cpwa Wesley Carpenter Cfp Chfc Crpc work for?

Cpwa Wesley Carpenter Cfp Chfc Crpc is a Senior Resident Director, Managing Director at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cpwa Wesley Carpenter Cfp Chfc Crpc graduated from?

Cpwa Wesley Carpenter Cfp Chfc Crpc holds a degree in from University of Alabama System.

How can I directly contact Cpwa Wesley Carpenter Cfp Chfc Crpc?

To contact Cpwa Wesley Carpenter Cfp Chfc Crpc directly, you can use the email address ****************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Cpwa Wesley Carpenter Cfp Chfc Crpc?

Wesley Carpenter is a distinguished Wealth Management Advisor at Merrill Lynch in Fairhope, Alabama, with over two decades of experience in the financial services industry. He co-founded THE HARTY CARPENTER GROUP, a leading wealth advisory team in the Southeast, known for its commitment to personalized financial planning. Wesley has been recognized multiple times in prestigious lists such as Barron's and Forbes, highlighting his expertise in asset management and retirement planning. He holds a Bachelor's degree in Finance from The University of Alabama and is a certified financial planner. Beyond his professional achievements, Wesley is deeply involved in community initiatives, serving on various boards and councils. His interests include Alabama football, offshore fishing, and spending quality time with his family. Wesley's approach combines honest advice with a focus on long-term client relationships, making him a trusted partner for high net worth individuals.

Cpwa`s contact details

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

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