Verified recordFinancial Services

John Lembeck

Senior Financial Advisor, Senior Vice President at Merrill Lynch

Based in Red Bank, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Red Bank

Industry

Financial Services

Company size

35K

Contact information

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Email

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j•••••••@ml.com

Phone

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Background

About John Lembeck

As a Senior Financial Advisor holding the Chartered Retirement Plans Specialist℠, C(k)P®, & Certified 401(k) Professional designations & with over 31 years of experience, I focus on customized planning for public & private companies, corporate executives & high net worth families. Emphasizing three main areas: retirement planning, wealth building & asset preservation, I design, implement & track strategies for my clients' specific needs. I am an avid skier & have traveled extensively around the country to pursue this passion. I also enjoy spending the warm weather months on my boat. I have three children, Johnny, Stephanie & David with my wife, Linda.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Plans Specialist℠, CRPS®, and the CRPS® logo, and the certification marks Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.

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