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Matt Philmus
Investment Specialist at
Merrill Edge
Matt Philmus's Professional Contact Details
Email (Verified)
****@ml.com
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HQ
(888) 637-3343
Location
Jacksonville, Florida, US
Company
Merrill Edge
Person Seniority
entry
Matt Philmus's Current Company Details
Merrill Edge
Chicago, Illinois, US
• 1684 Employees
finance
Merrill Edge offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamless...
Merrill Edge offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill Edge we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized investment strategies designed to fit clients' needs and expectations. We can offer a full suite of products and services including: - Investment solutions and products - Retirement income planning - College planning - Small Business Solutions Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing. Investment products are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Bank of America; and are subject to investments risks, including possible loss of the principal amount invested. MLPF&S is a registered broker-dealer, member SIPC and a wholly owned subsidiary of Bank of America Corporation (BofA Corp.). © 2016 Bank of America Corporation. All rights reserved Banking products are provided by Bank of America, N.A., member FDIC and a wholly owned subsidiary of BofA Corp. Bank of America LinkedIn Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-community-guidelines.html
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Founded Year
2010
Organization Website
merrilledge.com
Organization Languages
English
Organization Revenue
7000
Alexa Ranking
26008
Current Technologies
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Job Functions
Finance
Consulting
Sales
Operations
Support
Business Development
Administrative
Education
Product Management
Media And Commmunication
Engineering
Marketing
Accounting
Human Resources
brokerage services
investment insights & tools
brokerage services investment insights & tools
finance
financial services
Matt Philmus's Work History and Education
Merrill Edge
Investment Specialist
2016 - Present
Colleagues at
Merrill Edge
Rafael Montilla
Assistant Vice President | Financial Solutions Advisor
Phone
Email
Andri Gonzalez
Senior Relationship Manager
Phone
Email
Eduardo Mestey
Distributions and Retirement Specialist
Phone
Email
Evisa Turshinka
Investment Specialist
Phone
Email
Joshua Hansen
Officer- Senior Investment Specialist
Phone
Email
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