Directory

>

John Setzer

avatar

John Setzer

Senior Resident Director - Wealth Management Advisor, Senior Vice President | Merrill Lynch

United States

View contact details (it's free)

John Setzer

Summary

John Setzer is an accomplished Senior Resident Director and Wealth Management Advisor with nearly two decades of experience in the financial services sector, particularly at Merrill Lynch Wealth Management. He specializes in creating tailored wealth management strategies that encompass portfolio development, liability management, and asset preservation. A graduate of Appalachian State University and the Wake Forest University School of Banking, John is deeply committed to helping clients achieve their financial goals. Outside of work, he is an avid golfer and racquetball player, and he actively participates in community service. Family is important to him, as he spends much of his free time supporting his two sons in their soccer endeavors. Based in Clemmons, North Carolina, John balances his professional life with a rich family life.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

John Setzer

Work Experience

company logo

Senior Resident Director - Wealth Management Advisor, Senior Vice President at

Merrill Lynch

March 2001 - Present

Logos provided by Logo.dev

John Setzer

Education

Appalachian State University, Bachelor's Degree

January 1993 - January 1997

Frequently Asked Questions about John Setzer

What is John Setzer email address?

John Setzer'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 Setzer work for?

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

Where John Setzer graduated from?

John Setzer holds a degree in from Appalachian State University.

How can I directly contact John Setzer?

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

Who is John Setzer?

John Setzer is an accomplished Senior Resident Director and Wealth Management Advisor with nearly two decades of experience in the financial services sector, particularly at Merrill Lynch Wealth Management. He specializes in creating tailored wealth management strategies that encompass portfolio development, liability management, and asset preservation. A graduate of Appalachian State University and the Wake Forest University School of Banking, John is deeply committed to helping clients achieve their financial goals. Outside of work, he is an avid golfer and racquetball player, and he actively participates in community service. Family is important to him, as he spends much of his free time supporting his two sons in their soccer endeavors. Based in Clemmons, North Carolina, John balances his professional life with a rich family life.

John`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