Eric Melnick
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in United States
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Seniority
Director
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
35K
Contact information
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Background
About Eric Melnick
I am a Wealth Management Advisor and Portfolio Manager with over 30 years of experience in the financial services industry. Joining Merrill Lynch Wealth Management in 1997, I focus on providing asset management, investment planning, access to lending services, estate planning services and consulting services to corporations and their executives, entrepreneurs, high net worth families, private equity/hedge funds and non-profit organizations. I am passionate about providing clients with complete, unbiased advice, delivering highly professional and ethical results in accommodating their specific needs. I earned my Bachelor of Science with honors from Rider University in 1986 and my Certified Public Accounting License (CPA) in 1987. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. I hold the Series 7, 63, 65 FINRA Registrations and am Insurance Licensed in 13 states.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.*Although I am a CPA, I do not provide tax advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*I have also earned the Certified Plan Fiduciary Advisor®, CPFA™ designation."
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