Verified recordFinancial Services

Clark Ebinger

Wealth Planner, Assistant Vice President at Merrill Lynch

Based in Roseville, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Roseville

Industry

Financial Services

Company size

35K

Contact information

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Email

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c•••••••@ml.com

Phone

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Background

About Clark Ebinger

I joined Merrill Lynch Wealth Management in 2014 after graduating with a degree in Finance from the University of San Diego. I focus on family wealth management and retirement analysis for the team. I follow a disciplined process that begins with first taking the time to get to know each client and the client's family, their financial situation and what matters most to them, and is passionate about delivering excellent service. Within these roles, I help clients determine whether their financial goals are achievable at retirement and beyond. I determine the feasibility and the likelihood of their current financial strategy, as well as help clients determine if other scenarios will need to be taken to achieve these goals. I hold the CERTIFIED FINANCIAL PLANNER™ certification,*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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