Rafael Montilla

Assistant Vice President | Financial Solutions Advisor at Merrill Edge

Rafael Montilla's Professional Contact Details

Email (Verified)
****@ml.com
HQ
(888) 637-3343
Location
Fort Lauderdale, Florida, US
Company
Merrill Edge
Person Seniority
entry
Location Postal Code
33316

Rafael Montilla's Current Company Details

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
Founded Year
2010
Organization Website
merrilledge.com
Organization Languages
English
Organization Revenue
7000
Alexa Ranking
26008
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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

Rafael Montilla's Work History and Education

Merrill Edge
Assistant Vice President | Financial Solutions Advisor
2016 - Present

Colleagues at Merrill Edge

Senior Relationship Manager
Distributions and Retirement Specialist
Investment Specialist
Officer- Senior Investment Specialist
Assistant Vice President, Wealth Management Specialist

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