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Michael Farrell

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Michael Farrell

Wealth Management Advisor, First Vice President-Wealth Management | Merrill Lynch

California, United States

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Michael Farrell

Summary

Michael Farrell is a seasoned Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been instrumental since 1991 in guiding high-net-worth clients through the complexities of financial planning. With a career in the financial services industry dating back to 1983, he possesses a wealth of experience and a deep understanding of estate planning, investment strategies, and tax minimization. Michael holds prestigious certifications including CFP® and CRPC®, underscoring his commitment to professional excellence. His educational background in Biology from the University of New Mexico adds a unique perspective to his financial expertise. Residing in San Diego with his family, he balances his professional endeavors with a strong family life. Michael is dedicated to building trust and optimizing resources for his clients, ensuring they achieve their financial goals. His approach is not only strategic but also deeply personalized, reflecting his clients' unique circumstances and values.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Michael Farrell

Work Experience

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Wealth Management Advisor, First Vice President-Wealth Management at

Merrill Lynch

April 1991 - Present

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Michael Farrell

Education

University of New Mexico, Bachelor's Degree

January 1974 - January 1978

Frequently Asked Questions about Michael Farrell

What is Michael Farrell email address?

Michael Farrell'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 Michael Farrell work for?

Michael Farrell is a Wealth Management Advisor, First Vice President-Wealth Management at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Michael Farrell graduated from?

Michael Farrell holds a degree in from University of New Mexico.

How can I directly contact Michael Farrell?

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

Who is Michael Farrell?

Michael Farrell is a seasoned Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been instrumental since 1991 in guiding high-net-worth clients through the complexities of financial planning. With a career in the financial services industry dating back to 1983, he possesses a wealth of experience and a deep understanding of estate planning, investment strategies, and tax minimization. Michael holds prestigious certifications including CFP® and CRPC®, underscoring his commitment to professional excellence. His educational background in Biology from the University of New Mexico adds a unique perspective to his financial expertise. Residing in San Diego with his family, he balances his professional endeavors with a strong family life. Michael is dedicated to building trust and optimizing resources for his clients, ensuring they achieve their financial goals. His approach is not only strategic but also deeply personalized, reflecting his clients' unique circumstances and values.

Michael`s contact details

mail

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

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