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Michelle Marquez

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Michelle Marquez

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

United States

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Michelle Marquez

Summary

Michelle Marquez is a seasoned Wealth Management Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial sector. She specializes in building strong, trust-based relationships with high-net-worth clients, including professional athletes and entertainment industry figures. Michelle's comprehensive approach integrates investment management with estate planning and coordination with legal and financial advisors, ensuring her clients' financial well-being. Notably, she was selected from a national pool to share her best practices with her colleagues in Tokyo, highlighting her leadership in the field. Outside of her professional life, Michelle is dedicated to her family and actively participates in charitable initiatives for children, demonstrating her commitment to community service. She leads a team, Marquez & Associates, to provide tailored financial solutions, emphasizing her collaborative spirit. Michelle's passion for finance is matched by her love for helping others, making her a well-rounded professional in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Michelle Marquez

Work Experience

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Wealth Management Advisor, Senior Vice President - Wealth Management at

Merrill Lynch

January 2002 - Present

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Michelle Marquez

Education

The University of Arizona, Bachelor's Degree

January 2011 - January 2014

Frequently Asked Questions about Michelle Marquez

What is Michelle Marquez email address?

Michelle Marquez'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 Michelle Marquez work for?

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

Where Michelle Marquez graduated from?

Michelle Marquez holds a degree in from The University of Arizona.

How can I directly contact Michelle Marquez?

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

Who is Michelle Marquez?

Michelle Marquez is a seasoned Wealth Management Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the financial sector. She specializes in building strong, trust-based relationships with high-net-worth clients, including professional athletes and entertainment industry figures. Michelle's comprehensive approach integrates investment management with estate planning and coordination with legal and financial advisors, ensuring her clients' financial well-being. Notably, she was selected from a national pool to share her best practices with her colleagues in Tokyo, highlighting her leadership in the field. Outside of her professional life, Michelle is dedicated to her family and actively participates in charitable initiatives for children, demonstrating her commitment to community service. She leads a team, Marquez & Associates, to provide tailored financial solutions, emphasizing her collaborative spirit. Michelle's passion for finance is matched by her love for helping others, making her a well-rounded professional in wealth management.

Michelle`s contact details

mail

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

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