Fred Soza
Financial Advisor at Merrill Lynch
Based in Bakersfield, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Bakersfield
Industry
Financial Services
Company size
35K
Contact information
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f•••••••@ml.com
Phone
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Background
About Fred Soza
Fred joined Merrill Lynch Wealth Management in 2015 after serving 6 years in the U. S. Army. He served honorably as a Combat Engineer assigned to the U.S. Army's 10th Mountain Division based in Fort Drum, NY. After honorably serving, he then went on to graduate from California State University, Bakersfield with a Bachelor of Science in Business Managment and a Bachelor of Arts in Psychology. Fred joined Merrill in 2015 as a Financial Advisor, where he provides clients with the same honor, integrity, and professionalism that allowed him to serve honorably and with distinction in the military. Making himself a resource of information in retirement and investment planning for both the individual client and for business owners and their business's retirement planning needs. We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with Veterans. Please contact us to learn more about how we work to make a positive impact on your financial life.
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