David Pohlen
Senior Wealth Planner, Vice President at Merrill Lynch
Based in Bloomington, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Bloomington
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
Phone
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Background
About David Pohlen
I enjoy working with clients to help them achieve their goals. My engineering education makes me a detail oriented individual and I enjoy tackling complex situations to help clients move forward in their lives. I am fortunate to work with a team of individuals with over 75 years of combined experience. We have seen many situations and seek to be trusted advisors to our clients.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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