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Percy Mcgee

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Percy Mcgee

Senior Financial Advisor, First Vice President | Merrill Lynch

Oakland, California, United States

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Percy Mcgee

Summary

Percy McGee is a Senior Financial Advisor at Merrill Lynch Wealth Management with over two decades of experience in the financial industry. His journey into finance was inspired by the movie "Trading Places," which motivated him to help others achieve their financial goals. Percy is passionate about building long-term relationships with clients, guiding them through wealth management strategies, and ensuring they understand their financial choices. His core values are influenced by his parents, emphasizing discipline, compassion, and hard work. He actively mentors aspiring financial advisors, reflecting his commitment to giving back to the community. Percy believes in the philosophy of action over words and strives to be a genuine and creative partner in his clients' financial journeys. He is dedicated to addressing complex financial issues and helping clients achieve their dreams, whether it's home ownership or education for their children.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Percy Mcgee

Work Experience

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Senior Financial Advisor, First Vice President at

Merrill Lynch

August 2000 - Present

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Percy Mcgee

Education

humboldt state, Bachelor's Degree

January 1992 - January 1997

Frequently Asked Questions about Percy Mcgee

What is Percy Mcgee email address?

Percy Mcgee'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 Percy Mcgee work for?

Percy Mcgee is a Senior Financial Advisor, First Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Percy Mcgee graduated from?

Percy Mcgee holds a degree in from humboldt state.

How can I directly contact Percy Mcgee?

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

Who is Percy Mcgee?

Percy McGee is a Senior Financial Advisor at Merrill Lynch Wealth Management with over two decades of experience in the financial industry. His journey into finance was inspired by the movie "Trading Places," which motivated him to help others achieve their financial goals. Percy is passionate about building long-term relationships with clients, guiding them through wealth management strategies, and ensuring they understand their financial choices. His core values are influenced by his parents, emphasizing discipline, compassion, and hard work. He actively mentors aspiring financial advisors, reflecting his commitment to giving back to the community. Percy believes in the philosophy of action over words and strives to be a genuine and creative partner in his clients' financial journeys. He is dedicated to addressing complex financial issues and helping clients achieve their dreams, whether it's home ownership or education for their children.

Percy`s contact details

mail

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

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