Verified recordFinancial Services

Louise R. Down

Financial Solutions Advisor at Merrill Lynch

Based in Sarasota, United States

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Seniority

Staff

Department

Sales & Business Development

Location

Sarasota

Industry

Financial Services

Company size

35K

Contact information

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Email

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l•••••••@ml.com

Phone

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Background

About Louise R. Down

As a Merrill Financial Solutions Advisor, my passion lies in helping you pursue your financial goals and dreams. By understanding what matters most to you, I can create a personalized investment strategy to keep you on track. I offer tailored investing advice and provide access to Bank of America’s comprehensive banking and lending services. I hold an M.B.A. from Boston University’s Questrom School of Business and a B.S. in Finance from the Isenberg School of Management at the University of Massachusetts, Amherst. I am registered with FINRA, having passed the Securities Industry Essentials (SIE) Exam, Series 7, Series 66, Series 52, Series 53, and Series 24. Additionally, I am a dual citizen of the U.S. and U.K.

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