John Stamp
Senior Financial Advisor, Senior Vice President at Merrill Lynch
Based in Providence, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Providence
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
Phone
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Background
About John Stamp
John has been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in 2001. His goal is to provide practical and objective advice that addresses each client's specific financial and wealth transfer goals. He holds the designation of Chartered Retirement Planning Counselor™ awarded by the College for Financial Planning. John is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
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