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John Pence

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John Pence

Wealth Management Advisor, Senior Vice President | Merrill Lynch

East Lansing, Michigan, United States

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John Pence

Summary

John Pence is a seasoned Wealth Management Advisor with over 20 years of experience in the financial advisory sector. Based in East Lansing, Michigan, he specializes in personalized retirement planning and liquidity event preparation for a diverse clientele, including attorneys, physicians, and business owners. As a Senior Vice President at Merrill Lynch Wealth Management, he emphasizes tailored asset allocation strategies and risk mitigation through careful screening of asset managers. John's commitment to client success is reflected in his collaborative approach, which includes working with philanthropic specialists and legal professionals for comprehensive legacy planning. He finds fulfillment in guiding clients towards achieving their financial goals, often witnessing their enlightening 'aha moments'. His expertise extends across various asset classes, ensuring a well-rounded investment strategy for his clients.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

John Pence

Work Experience

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Wealth Management Advisor, Senior Vice President at

Merrill Lynch

September 2010 - Present

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John Pence

Education

Michigan State University, Bachelor's Degree

January 1988 - January 1992

Frequently Asked Questions about John Pence

What is John Pence email address?

John Pence'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 John Pence work for?

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

Where John Pence graduated from?

John Pence holds a degree in from Michigan State University.

How can I directly contact John Pence?

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

Who is John Pence?

John Pence is a seasoned Wealth Management Advisor with over 20 years of experience in the financial advisory sector. Based in East Lansing, Michigan, he specializes in personalized retirement planning and liquidity event preparation for a diverse clientele, including attorneys, physicians, and business owners. As a Senior Vice President at Merrill Lynch Wealth Management, he emphasizes tailored asset allocation strategies and risk mitigation through careful screening of asset managers. John's commitment to client success is reflected in his collaborative approach, which includes working with philanthropic specialists and legal professionals for comprehensive legacy planning. He finds fulfillment in guiding clients towards achieving their financial goals, often witnessing their enlightening 'aha moments'. His expertise extends across various asset classes, ensuring a well-rounded investment strategy for his clients.

John`s contact details

mail

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

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